Planning and Advice

CSA finalizes mutual fund pre-sale rules

Now, you must deliver Fund Facts to investors before they buy mutual funds.

By Staff |December 11, 2014

2 min read

8 ways to cut taxes in 2015

It’s time for clients and business owners to consider how to reduce taxes in April, says EY in a new report. The firm identifies the top ten conversations you should be having with clients before the year ends. These are: 1. How to approach income splitting. Clients should consider splitting loans, given the prescribed interest […]

By Staff |December 11, 2014

2 min read

Why you may need a robo-advisor

An in-house robo-advisor may be your best friend when it comes to capturing the DIY investor.

December 10, 2014

4 min read

Seniors worried their savings won’t last

More than a third of Canadians aged 65 or older are concerned their retirement plan might not be sufficient to cover a longer retirement, shows a TD survey.

By Staff |December 10, 2014

1 min read