Practice

11 ways to give your practice a summer makeover

Use quieter days at the practice to refresh your firm, reconnect with clients, and plan ahead.

By Staff |June 26, 2015

1 min read

Can you secure solid returns with low volatility?

Over the past few years, retirement planning has undergone a major shift. Advisors used to tell people to get more conservative as they got older, which was fine when fixed income yielded strong returns. Now, though, with bonds barely offering any income anymore, advisors need to come up with other ways of making their clients’ […]

By Bryan Borzykowski |June 24, 2015

3 min read

Myths and misconceptions about retirement

Clients sometimes have a difficult time wrapping their heads around just how much money they’re going to need in retirement and (more to the point) how they’re going to manage to save such a sizeable sum. But when they labour under common misconceptions or refuse to take a clear-eyed look at their individual financial situation, they may struggle to achieve their “dream retirement.”

By Camilla Cornell |June 22, 2015

2 min read

Don’t let summer vacation break the bank

Driven by vacations, social outings and entertaining at home, Canadians plan to spend an average of $5,605 during the summer - making it the most expensive season for 45% of people.

By Staff |June 18, 2015

2 min read