Practice

Transition clients to fee-based

The best reason to transition is that a fee-based model further aligns an advisor’s and client’s interests. And that’s what you must explain to clients when making the switch. Here's how.

By Craig White and Grant White |May 28, 2014

3 min read

Canadian companies are exposed to cyber risks

Only 11% of Canadian audit committee members perceive cyber security to be a major company challenge, which compares to the U.S. at 27%.

By Staff |May 27, 2014

2 min read

Why retirees shouldn’t focus on income investing

As investors approach retirement, many will ask their advisors whether it’s time to change strategies to focus on dividends and other income-generating investments. It’s easy to see why they feel compelled to switch gears once they are no longer in the accumulation stage. But problems can arise when retirees base their investment decisions primarily on yield rather than looking at the big picture. Here are three reasons to focus on a retiree’s total return rather than current income.

By Dan Bortolotti |May 27, 2014

3 min read

2 tax benefits of a company car

If you’re a business owner, does it make more sense to own a car yourself, or have the company own it?

By Stuart Foxman |May 26, 2014

2 min read