Laid off clients – 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, 03 Nov 2020 22:42:38 +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 Laid off clients – Advisor's Edge https://phoenix.advisor.ca 32 32 What a K-shaped recovery means for your book https://phoenix.advisor.ca/my-practice/conversations/what-a-k-shaped-recovery-means-for-your-book/ Wed, 28 Oct 2020 13:59:28 +0000 https://www.advisor.ca/?p=187164 Demand for advice may be greater than ever, but your book doesn’t grow based on need

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]]> Help unemployed clients through difficult times https://phoenix.advisor.ca/tax/tax-news/help-unemployed-clients-through-difficult-times/ Fri, 24 Mar 2017 00:00:36 +0000 https://avatar.advisor.ca/uncategorized/help-unemployed-clients-through-difficult-times/ Tips for clients who’ve lost their job

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]]> Taxes for unemployed clients, Part 1 https://phoenix.advisor.ca/tax/tax-news/taxes-for-unemployed-clients-part-1/ Fri, 24 Feb 2017 00:00:52 +0000 https://avatar.advisor.ca/uncategorized/taxes-for-unemployed-clients-part-1/ Help clients who are between jobs

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]]> Commute this pension or not? https://phoenix.advisor.ca/tax/tax-news/commute-this-pension-or-not/ Fri, 07 Oct 2016 00:04:31 +0000 https://avatar.advisor.ca/uncategorized/commute-this-pension-or-not/ Client profile Georgi Balev*, 50, just got laid off. He was a senior manager at a major engineering firm in Ottawa, Ont., where he had worked for the past 26 years. His total annual compensation, including bonus, was about $300,000. His dilemma: Does he wait until age 65 to start drawing his defined-benefit pension, or […]

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]]> Another major law firm to collapse https://phoenix.advisor.ca/news/economic/another-major-canadian-law-firm-to-collapse/ Fri, 14 Mar 2014 09:59:19 +0000 https://avatar.advisor.ca/uncategorized/another-major-canadian-law-firm-to-collapse/ A confidential source cited by the Legal Post says Deloitte has studied the Canadian law industry and concluded a major Canadian law firm will bite the dust this year.

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]]> Help a wealthy client who’s lost her job https://phoenix.advisor.ca/columnists_/rosemary-smyth/help-a-wealthy-client-whos-lost-her-job/ Fri, 07 Mar 2014 00:05:04 +0000 https://avatar.advisor.ca/uncategorized/help-a-wealthy-client-whos-lost-her-job/ One of your wealthy clients tells you her company downsized and she lost her job. She wasn’t given much advance notice, so she’s in shock. She wonders how she’ll pay bills, and is worried about her future. How can you help?

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]]> Premium Advice — Planning for the unexpected job loss https://phoenix.advisor.ca/retirement/retirement-news/premium-advice-planning-for-the-unexpected-job-loss/ Wed, 29 May 2013 05:56:00 +0000 https://avatar.advisor.ca/uncategorized/premium-advice-planning-for-the-unexpected-job-loss/ An unfortunate reality today is that some clients are finding themselves without work

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]]> Saving when downsized https://phoenix.advisor.ca/tax/tax-news/saving-when-downsized/ Fri, 12 Apr 2013 06:00:37 +0000 https://avatar.advisor.ca/uncategorized/saving-when-downsized/ Should you choose an RRSP or a TFSA for your unemployed client?

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]]> Help aging clients find work, protect wealth https://phoenix.advisor.ca/news/industry-news/help-aging-clients-find-work-protect-wealth/ Mon, 25 Mar 2013 11:21:17 +0000 https://avatar.advisor.ca/uncategorized/help-aging-clients-find-work-protect-wealth/ Many Canadians will work longer than expected, but they may have to overcome hurdles.

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]]> Get the most for your laid-off clients https://phoenix.advisor.ca/news/economic/get-the-most-for-your-laid-off-clients/ Wed, 14 Sep 2011 13:01:27 +0000 https://avatar.advisor.ca/uncategorized/get-the-most-for-your-laid-off-clients/ When a client’s job security is on shaky ground, an advisor has to be prepared. This means helping their client get the best possible severance package and making sure they have enough money to safely tread water while searching for a new job.

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