You can sell or transition your business without writing Revenue Canada a huge cheque
Manulife examines the retirement income, real estate holdings and challenges of elderly households in Asian.
Believe it or not, Canadians are wealthier than their neighbours south of the border. In the fourth quarter of 2012, Canada’s net worth was at a staggering 648% of its GDP while that of the U.S. was 550% in the same period, reports WSJ.com. On the flip side, though, Canada’s riches grew mostly as a […]
10 questions they should be asking you.
Invest, spend, and provide wisely once a business is sold
Bruce Wayne or Batman—currently one of the most popular DC Comics superheroes—seems like a run-of–the-mill, ultra-wealthy socialite; besides his crime fighting, that is. Find out how you would advise him and how much his lifestyle really costs.
Many Canadians say bad economic news has them discouraged about retirement, said Fidelity Investment’s Peter Drake. Advisors need to help clients put macroeconomic issues into context, and remember Canada’s a great place to retire.
As loved ones gather for the holidays, some clients no doubt ponder who will remain in the will—and who gets cut out. Whether your clients are in the 1% or the 99, they’ll want to do their best by their future heirs and they’ll look to you for guidance on education about their options. As […]
Affluent investors are optimistic about their personal finances
Though confident they’ll be able to fund their retirements, many Canadians neglect proper planning.