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Worksheet: Building a drawdown plan

Here's a worksheet that can help prepare with clients transition to retirement, you need to help them decide how much they’ll need, and when.

  • January 13, 2014 January 13, 2014
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Presentation: Understand your portfolio’s risk level and performance

Here’s some text to help you put together a topical presentation on helping clients understand a portfolio's risk level and performance that you can customize…

  • January 13, 2014 January 13, 2014
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3 investing strategies you need to consider

Four ideas that can help bridge the income gap, and do so effectively in a rising-rate environment.

  • By: Staff
  • January 13, 2014 July 17, 2018
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Valuing intangible assets

Goodwill, trademarks and other intangible assets boost the worth of your business. But calculating their value can be tough.

Action idea – Valuing intangible assets

Need to get your client thinking about valuing intangible assets? Try this tip.

  • January 9, 2014 January 9, 2014
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Should you use dollar-cost averaging?

When dollar-cost averaging is a good thing—and when it could hurt you.

  • By: Katie Keir
  • January 6, 2014 July 17, 2018
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Capital losses in RRSPs

RRSPs have many benefits, but relying on them alone as your savings strategy overlooks their drawbacks.

  • December 27, 2013 July 17, 2018
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Conversation starter – Capital losses in RRSPs

Need to break the ice with clients about capital losses in RRSPs?

  • December 27, 2013 December 27, 2013
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Action idea – Capitalize on your cottage

Need to get your client thinking about capitalizing on their cottage? Try this tip.

  • December 23, 2013 December 23, 2013
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Capitalize on your cottage

Before you buy a cottage, make sure you’ve thought of these six things.

Conversation starter – Should you chase dividends?

Your client prefers stocks that pay dividends, but there are other options.

  • December 17, 2013 December 17, 2013
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Should you chase dividends?

You should avoid choosing investments based on dividend payouts. Here’s why:

The gift of financial well-being

A financial product is an often-overlooked gift idea likely to keep its worth long after those new clothes are outgrown and that trendy technology becomes…

Action idea – Understanding ETFs

Need to help your clients understand ETFs? Try this tip.

  • December 6, 2013 December 6, 2013
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Understanding ETFs

Need an ETF S.O.S.? This glossary will help you get to know exchange-traded funds.

  • By: Staff
  • December 6, 2013 July 17, 2018
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Why portfolio diversity matters

Find out what your investment style will mean for your returns.

  • By: Staff
  • December 5, 2013 August 23, 2018
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Capitalize on investment losses

Tax-loss harvesting can help you keep more of your investments in the long run.

Limiting ETF tracking error

Do you know how ETF tracking errors can weaken your returns?

  • By: Staff
  • November 20, 2013 July 17, 2018
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Conversation starter – Limiting ETF tracking error

Need to break the ice with clients about limiting ETF tracking error?

  • November 20, 2013 November 20, 2013
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Action idea – Lower your leverage risk

Need to get your client thinking about lowering their leverage risk? Try these tips.

  • October 29, 2013 October 29, 2013
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Lower your leverage risk

Temper the downside of leveraged investing by keeping a few basic principles in mind.

Conversation starter – Build a better risk profile

Need to break the ice with clients about building a better risk profile?

  • October 26, 2013 October 26, 2013
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Conversation starter – Volatile investments aren’t always bad

Need to break the ice with clients about why volatile investments aren't always bad?

  • October 23, 2013 October 23, 2013
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Build a better risk profile

How to build portfolios that best meet investors’ psychological needs.

  • By: Staff
  • October 22, 2013 July 17, 2018
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Buying a bespoke suit

12 reasons to buy a bespoke suit.

  • October 17, 2013 July 17, 2018
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