Practice

Guide wealthy clients’ donations

Your wealthy clients want to give to charity, but chances are they don’t know how to make efficient donations.

By Jessica Bruno |June 13, 2014

3 min read

Clients should pay for kids’ homes: Golombek

Rich clients should pay off their children’s mortgages, says CIBC tax and estate planner Jamie Golombek.

By Jessica Bruno |June 12, 2014

2 min read

Weddings don’t have to break the bank

Canadians are thrifty when it comes to wedding gifts, with most spending $100 or less per person, whether giving cash or a gift.

By Staff |June 11, 2014

2 min read

Connect with clients using social media

Advisor.ca was at the fourth annual Digital Marketing for Financial Services conference, presented by Strategy Institute.

By Staff |June 11, 2014

2 min read