Advisor to Client

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

Planner: Partnership agreement workshop

Here are some ideas for an event to help connect the dots about partnership agreements.

October 1, 2014

3 min read

Calm your fears with low-volatility funds

What to do if you're skeptical about diving headlong into stocks

By Staff |September 30, 2014

2 min read

Check your insurance before travelling

If you haven’t read the fine print in the exclusions and limitations section of your insurance coverage, you could be in for an unpleasant surprise

September 26, 2014

3 min read