Practice

Case Study: Helping jittery clients with education plan

The parents opened an RESP in 2008 using globally balanced mutual funds, but when the market crashed, they lost 17%. The Chois needed to know the money would be there when their eldest reached university age. Unwilling to wait for a rebound, they sold 40% of their mutual funds for cash.

By Alex Gillis |May 3, 2013

3 min read

Buffett joins Twitter

“Warren is in the house,” reads the Oracle’s inaugural tweet. His handle is @WarrenBuffett.

May 2, 2013

1 min read

How to deal with Budget 2013 tax proposals: Cestnick

Help clients plan for the 2013 tax season despite Canada's crackdown on loopholes.

May 2, 2013

3 min read

4 tips to bring in new assets

The summer is a great opportunity for advisors to socialize with affluent clients and their centers of influence. And if you play your cards right, you can bring in new assets.

By Matt Oechsli |May 2, 2013

2 min read