Practice

The ABCs of cash flow planning: N is for Navigate

Each week, we look at the ABCs of cash flow management.

|April 7, 2014

2 min read

Most don’t have TFSAs

More than half (53%) of Canadians still haven’t opened a TFSA, and 42% of this group don’t intend to open one this year, according to an ING DIRECT survey.

By Staff |April 7, 2014

1 min read

10 expressions to avoid

Most advisors choose their words carefully, but sometimes the wrong words slip out. Make a point of ensuring these ones never do.

By Bryce Sanders |April 7, 2014

4 min read

Are clients overlooking power of attorney?

Half of Canadians have a will, while a third have a power of attorney for property and 8% of those surveyed by Scotiabank say they don’t know what POA is.

By Staff |April 4, 2014

2 min read