Assessing a person’s capacity carries significant consequences, so help inform older clients' families.
Most of your clients likely own more than one vehicle; and those costs can add up. Here are some ways car owners can save. APA new-car buying service A membership to the Automobile Protection Association (APA) gives consumers access to price quotes for up to five cars per year. How much is available: The report […]
How gamifying your approach can result in a win for all
If you travel, you could miss important messages and calls
Elizabeth Hurly is an associate financial advisor at Raymond James Financial Planning Ltd. About one-third of her clients are part of the LGBTQ community. The rest are business executives, many of whom are women. Prior to last June’s U.S. Supreme Court ruling that legalized gay marriage nationally, many Americans had to come to Canada to […]
The increase in marginal tax rates should make corporations more attractive as vehicles for tax deferral and income splitting.
They will have an average of 2,000 additional hours per year to fill.
Most companies aren’t prepared to adopt digital business models.
Despite market volatility, many Canadians are still focused on growing their savings.
How are your clients' nerves? Worldwide, investors are seizing every shred of bad news as an excuse to sell.