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Protect your philanthropic interests

When a wealthy, divorced Montreal man died, his three children learned they’d be sharing only half his estate

  • By: John Lorinc
  • February 11, 2015 August 1, 2018
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Action Idea – Protect your philanthropic interests

Need to get your client thinking about estate planning and charitable donations? Try this tip.

  • February 11, 2015 February 11, 2015
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Conversation Starter – Protect your philanthropic interests

Ask your client, “Are you considering a charitable donation in your will?”

  • February 11, 2015 February 11, 2015
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Buying real estate from non-residents

Non-resident investors have played a part in boosting Canada’s booming condo and real estate market.

Action Idea – Buying real estate from non-residents

Does your client plan to invest in real estate? Need to get your client thinking about the buying process? Try this tip.

  • February 6, 2015 February 6, 2015
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Conversation Starter – Buying real estate from non-residents

If your client is buying real estate, ask your client, “Do you know who the current owner is?”

  • February 6, 2015 February 6, 2015
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Why broke people shouldn’t always choose bankruptcy

There’s more than one way to deal with being broke

How is your advisor paid?

Advisors guide you through the complicated realms of finance and investments.

  • February 2, 2015 May 25, 2023
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Email Your Client: Understanding advisor compensation: fee-only

If you’re unsure how to begin the conversation about how you’re paid, here is a sample email you can send to explain fee-only compensation to…

  • February 2, 2015 February 2, 2015
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Conversation starters – Compensation Comparisons

If you don’t know where to start the compensation discussion, try these conversation starters.

  • February 2, 2015 February 2, 2015
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Planner: Tips to explain compensation

When explaining to clients how you’re paid, keep in mind they may be brand new to many investment concepts, including compensation.

  • February 2, 2015 February 2, 2015
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Planner: 5 common client questions about commissions

Most clients have heard the term commission, but they may not know what it really means for advisors.

  • February 2, 2015 February 2, 2015
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Planner: 5 common client questions about fee-only compensation

Most clients come to the table knowing little about how you’re compensated.

  • February 2, 2015 February 2, 2015
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Will you be a centenarian?

Don’t think you’ll live past age 100? More than 50,000 people across North America already have, says Dan Anders

  • By: Katie Keir
  • January 16, 2015 July 17, 2018
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Divorce leaves business in limbo

Jerrod and Penelope met and married when they were employees at a competitor firm. Their financial situations were similar, so they didn’t bother with a…

Inheriting overseas property

One of the important legal distinctions when dealing with foreign property is between immovable and movable property.

Conversation Starter – Inheriting overseas property

Ask your client, “Do you think you’ll bequest or inherit any property abroad?” If so, discuss setting up jurisdiction-specific wills.

  • January 14, 2015 January 14, 2015
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Is email on the way out?

Email’s usefulness is collapsing under its own weight. Let’s look at two newer solutions you can use to communicate effectively.

  • By: Kevin Cork
  • January 9, 2015 August 1, 2018
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5 tips to set up an accurate trust account

If you decide to include a trust for your beneficiaries as part of your financial plan, here are some tips to ensure it's accurate.

Conversation Starter: How — and how much — is your advisor paid?

Ask your client, “Do you remember how I’m compensated?” Chances are, they’ve forgotten the details of your fee structure. Go over it with them to…

  • January 8, 2015 January 8, 2015
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The right way to build a family trust

Planning benefits should trump tax savings when you build a family trust. But that doesn’t stop some people from placing assets into trusts expressly to…

Conversation Starter – Estate planning for snowbirds

What exactly happens to your assets when you pass away?

  • January 2, 2015 January 2, 2015
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Presentation: Buying U.S. vacation property

To make it easier to prepare materials for clients, we’ve developed these slide selections on the topic of buying a U.S. vacation property.

  • January 2, 2015 January 2, 2015
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Client Email – What you need to know about becoming a snowbird

Here’s some sample wording you can use in a client email aimed at starting the discussion about snowbirding.

  • January 2, 2015 January 2, 2015
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Snowbirding 101

Many Canadians dream of no more cold; no more grey; no more bundling up in boots, scarves and gloves. No more wishing and hoping spring…