Planning and Advice

The right time to rebalance

As the year comes to a close, now’s the time to get your clients’ asset mixes back to where they’re supposed to be.

By Bryan Borzykowski |January 13, 2015

3 min read

Is advisor fee deductibility really beneficial?

With the advent of CRM2, investors will know the exact dollar amount paid in fees to his or her financial advisor at the end of each year

By Francois Bernier |January 9, 2015

5 min read

New rules for probating an Ontario estate

Ontario now requires executors to explain how much they say an estate is worth.

By Staff |January 9, 2015

1 min read

Polishing your practice in 2015

A word of caution to advisors using start of a new year as motivation to re-vamp their practices.

By Staff |January 7, 2015

1 min read