Financial Planning

23 Jun Help your clients plan for tax owing on CERB payments

Posted at 00:00h in Financial Planning

Payments must be reported as income for the 2020 tax year [caption id="attachment_266" align="alignnone" width="800"] 23206674 - tax...

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23 Jun Is now the time to review clients’ risk tolerance?

Posted at 00:00h in Financial Planning

Performing the know-your-client process during a pandemic has both pros and cons In good times, advisors go to...

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25 May What your clients should include in their personal continuity plans

Posted at 00:00h in Financial Planning

[caption id="attachment_254" align="alignnone" width="800"] Merle Bessner Interiors/Angela Lau Photography[/caption] Help your clients prepare for a rainy day with...

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25 May Getting retirement ready in turbulent times

Posted at 00:00h in Financial Planning

It’s time for pre-retirees to start taking concrete steps. For many pre-retirees or those entering retirement, the repercussions...

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28 Apr Human fallout the biggest challenge for industry firms: IIAC

Posted at 00:00h in Financial Planning

Operations are coping well but human effects pose a bigger obstacle By: James Langton The retail investment business has...

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28 Apr Estate planning in the time of COVID-19

Posted at 00:00h in Financial Planning

By David Christianson, BA, CFP, R.F.P., TEP, CIM Sr. Advisor at Christianson Wealth Advisors, Sr. VP and Portfolio...

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14 Feb Is it time for you to shape your own life?

Posted at 00:00h in Financial Planning

By: David Christianson Posted: 01/4/2020 3:00 AM  This is the time of year when I often write to you about the...

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14 Feb Regulators to focus on big projects

Posted at 00:00h in Financial Planning

With the concept of a national regulator in limbo, the CSA plans to review the self-regulatory structure By: James...

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03 Dec How to pick the right fee-for-service financial planner

Posted at 00:00h in Financial Planning, The R.F.P. Difference

By: Rob Carrick Personal Finance Columnist Originally published by the Globe and Mail, October 25, 2019 Financial planner Rona...

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