Advisor to Client

Six quotes to make you a better investor

These words of wisdom come from famous people outside the realm of investing, but they can still help you and become better investors.

By Staff |October 7, 2014

3 min read

Planner: Talking about volatility hedging

Depending on your client’s investment objectives, risk tolerance and timeline, hedging against volatility may be a good strategy.

October 7, 2014

1 min read

Beware whom you make a shareholder

Making a life partner a shareholder has broad implications

By David H. Shlagbaum |October 6, 2014

3 min read

Presentation: What’s a reasonable business expense?

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on what does, and doesn’t, constitute a proper business expense. The slides are designed to help you educate investors and prospects about what will bring unwanted attention from CRA. We know you’ll want to customize them and add elements specific to your clients, so we’re providing a Word file to make that easier (there is no PowerPoint).

October 6, 2014

3 min read