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Conversation starter – Cash flow planning: Go for gusto

When helping a client with cash flow planning, ask, “What do you love?” Based on your client’s answers, help her determine her goals and cash…

  • April 7, 2016 April 7, 2016
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Action idea – Cash flow planning: Identify your financial habits

Working on a client’s cash flow plan? Try this tip. Help your client come up with a weekly spending target — not a monthly one…

  • March 30, 2016 March 30, 2016
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Conversation starter – Cash flow planning: Identify your financial habits

Ask your client, “Do you have a weekly budget?” If not, explain why weekly targets are better than monthly, and help your client develop his…

  • March 30, 2016 March 30, 2016
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Ask an expert: Planning for new parents

How does RESP planning work?

Action idea – Get a new perspective on cash flow planning

Have a client in need of cash flow planning? Try this tip.

  • March 9, 2016 March 9, 2016
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Conversation starter – Get a new perspective on cash flow planning

When creating a cash flow plan, ask your client, “Would you like to know what challenges I experienced with my own plan?” Be ready to…

  • March 9, 2016 March 9, 2016
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Ask an expert: Repaying student loans

If you're a parent with a child who's already graduated, what loan repayment strategy should you use in case interest rates rise?

Ask an expert: Planning to pay for school

What steps can parents with kids in university take if they help their children pay for school?

Don’t miss marriage’s financial perks

Getting hitched? Give at least as much thought to your investments as you do your gift registry

An immigrant woman shares finance lessons

In many developing nations, women in particular have little understanding of the importance of financial planning. Here's how one woman made planning a priority after…

Have a prosperous Year of the Monkey

Lunar New Year always makes me thankful for my early money lessons.

What to do if you’ve (just) been fired

Dismissed, downsized, dumped? There’s no easy way to hear you’re suddenly out of work

What to do with that Florida condo

Those who bought U.S. real estate when prices were low and the loonie was strong now have potentially lucrative options when it comes to their…

4 things to know about the market correction

The stock market is cyclical: it builds up, peaks and falls — then starts the process over again

How to keep ahead of a plunging dollar

What can Canadian consumers and investors do to stretch our shrinking dollar?

Planner: How to pitch cash flow management

To help clients save and invest efficiently, you need to understand their financial lives.

  • January 4, 2016 January 4, 2016
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Conversation starters – Cash flow planning

4 conversation starters you can use to bring up cash flow planning with your clients.

  • January 4, 2016 October 25, 2018
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Presentation: 4 tips for making smart donations

To make it easier for you to prepare meeting materials, we’ve developed these slides on how to help a client who wants to donate to…

  • January 4, 2016 January 4, 2016
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Presentation: Introduction to cash flow management

To make it easier for you to prepare meeting materials, we’ve developed these slides on how to help a client start the process of managing…

  • January 4, 2016 January 4, 2016
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The ABCs of cash flow planning

Cash flow planning is about a lot more than simply tracking whether you spend more than you make.

How to shrink your interest payments

Currently, there’s a lot of talk about what may happen if interest rates rise

Brewster’s Millions nails estate planning

Brewster’s Millions (1985) tells the story of overconfident minor league baseball pitcher Montgomery Brewster, who has the chance to inherit the massive estate of a…

Top 10 Advisor to Client stories of 2015

It’s been a busy year at Advisor to Client. Of the thousands of articles readers have clicked on in 2015, we’ve compiled the stories that…

  • By: Staff
  • December 18, 2015 December 18, 2015
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The TFSA limit will go back to $5,500 in 2016

It's official. The $10,000 TFSA limit is rolling back to $5,500. The change is effective January 1, 2016, so you won't be affected for 2015.

Beware legal and tax traps when gifting

You can gift during your lifetime or bequeath on death. Here's how to transfer wealth properly while alive