Practice

CE Course: Tax-efficient Investing: Part 2

Earn CE credits “Tax-efficient investing: Part 2” is eligible for CE credits, see Accreditation details for more information The questions for this course were written by John Campbell, Tax Group Leader and CA with Hilborn Ellis Grant LLP in Toronto. Reach him at 416-364-6398 or jcampbell@heg.on.ca. Part 1: Accounting for Tax Some tax-efficient investments aren’t […]

By Staff |April 18, 2012

19 min read

Tax-efficient investing, part 1

Tax-efficient investing doesn’t mean tax-free investing

By Staff |April 18, 2012

15 min read

Where to find wealthy prospects

Advisors often wonder where they can find wealthy clients. It turns out, they’re all hanging out on social media, with rich investors spending an average of 9 hours per week on their phones, 12 hours on their tablets and 22 hours on computers.

April 17, 2012

2 min read

Deconstructing wealth

Luxury cars and cozy cottages build a formidable illusion of wealth, but these hallmarks of conspicuous consumption don’t always add up to high net worth. This harsh reality jolts many possession-rich folks when advisors tally assets against liabilities, and reach grim conclusions.

By Kanupriya Vashisht |April 16, 2012

8 min read