Industry News

Close the gap in your client’s will

Odds are, your clients all have their wills drawn up. Providing for loved ones is a crucial part of financial planning, after all. But a vital piece of that puzzle is missing, according to a survey by BMO Harris Private Banking: custody of minor children.

By Staff |December 15, 2011

2 min read

New Canadians feeling sandwiched

The financial impact on clients of supporting both their children and their parents can be dramatic: imagine the costs of university and long-term care colliding. A new survey by Desjardins Financial Security finds the so-called "sandwich generation" is especially prevalent among new Canadians.

By Staff |December 15, 2011

2 min read

Tax Tips: Catering to small business

Many will remember 2011 as a year of economic challenges. Small business owners in particular have had it rough and while they hope for a better year ahead, there are still a few things they can do to end this year on a positive note.

By Vikram Barhat |December 15, 2011

2 min read

Home bias not such a bad idea

As the rest of the world struggles to stave off economic hardships—recession in Europe, inflation in the emerging markets—one market has remained relatively safe: Canada. Not only do investors avoid currency risk, but the domestic market continues to benefit from resource demand.

By Staff |December 15, 2011

1 min read