Practice

3 questions that will help you keep staff

To help keep your employees happy and on staff for longer, do semi-annual “stay interviews.”

By Staff |August 5, 2015

1 min read

4 things that can derail retirement

You’ve heard about the best-laid plans of mice and men? Well, when it comes to retirement planning, unforeseen expenses can have a devastating effect on your clients’ long-term security. This month’s global view highlights four things that can derail even the best-laid retirement plans, along with advice on how to plan for the unexpected.

By Camilla Cornell |July 27, 2015

2 min read

Young, rich and tax savvy

For the under 50 high-net-worth set, money may be no object. But that doesn’t mean wealthy Canadians don’t need a sound financial plan.

By Bryan Borzykowski |July 22, 2015

3 min read

10 questions to ask before your clients retire

You’ve run the numbers and come up with a plan, but sometimes clients just pick an age they want to retire at, and cling to it blindly.

By Staff |July 20, 2015

1 min read