Employees – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Tue, 19 Sep 2023 21:34:55 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Employees – Advisor's Edge https://phoenix.advisor.ca 32 32 Taxation of employee stock options https://phoenix.advisor.ca/tax/estate-planning/taxation-of-employee-stock-options/ Tue, 06 Jun 2023 19:00:54 +0000 https://www.advisor.ca/?p=226389 Help your client consider tax-preferential treatment, donation of shares and AMT

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How to manage an advisory team https://phoenix.advisor.ca/my-practice/conversations/how-to-manage-an-advisory-team/ Tue, 06 Jun 2023 14:00:11 +0000 https://www.advisor.ca/?p=225393 Financial advisors aren't often trained to manage people, but it's an important part of running of a practice

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CRA, union reach tentative deal, ending strike of 35,000 workers https://phoenix.advisor.ca/news/industry-news/cra-union-reach-tentative-deal-ending-strike-of-35000-workers/ Thu, 04 May 2023 14:27:12 +0000 https://www.advisor.ca/?p=225107 The agreement includes wage increases plus a pensionable one-time lump sum payment of $2,500

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Employee ownership trusts introduced, but with no incentives https://phoenix.advisor.ca/tax/estate-planning/employee-ownership-trusts-introduced-but-with-no-incentives/ Wed, 29 Mar 2023 17:55:41 +0000 https://www.advisor.ca/?p=223610 Advocate suggests EOT legislation, as proposed in the 2023 federal budget, will not lead to increased employee ownership

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Worker shortage hit record level in March: StatsCan https://phoenix.advisor.ca/news/economic/worker-shortage-hit-record-level-in-march-statscan/ Thu, 26 May 2022 21:34:04 +0000 https://www.advisor.ca/?p=209870 As services sector reopens, employers face tight labour markets

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Efficient work isn’t always the most effective https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/efficient-work-isnt-always-the-most-effective/ Fri, 04 Feb 2022 20:00:18 +0000 https://www.advisor.ca/?p=205302 Building trust remotely is still a challenge

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Pandemic accelerates wealth management industry’s “war for talent” https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/pandemic-accelerates-wealth-management-industrys-war-for-talent/ Fri, 04 Feb 2022 17:00:32 +0000 https://www.advisor.ca/?p=205348 Employees everywhere are rethinking work. Advisors are no exception.

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An unlikely confession about commuting https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/an-unlikely-confession-about-commuting/ Tue, 02 Nov 2021 16:30:47 +0000 https://www.advisor.ca/?p=201539 The loss of that loathsome ritual may be contributing to stress

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How to prepare for a home audit https://phoenix.advisor.ca/my-practice/conversations/how-to-prepare-for-a-home-audit/ Mon, 04 Oct 2021 20:30:44 +0000 https://www.advisor.ca/?p=200025 Dealers shouldn’t be confronted with red flags upon entry to the home

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Employee or contractor? Mischaracterizations can be costly https://phoenix.advisor.ca/news/employee-or-contractor-mischaracterizations-can-be-costly/ Fri, 30 Oct 2020 13:00:13 +0000 https://www.advisor.ca/?p=187271 Increased awareness of labour law could lead to more litigation regarding employment contracts for financial advisors

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