Planning and Advice

DB pension funding improves in Q3

Canadian defined benefit (DB) pension plans saw a marked improvement in solvency funding in Q3, finds the latest survey by Aon Hewitt.

By Staff |October 2, 2013

2 min read

Handle U.S. estate tax exposure

If your clients own U.S. securities, their executors may have to pay U.S. estate tax when they die

By Margaret O’Sullivan |October 2, 2013

3 min read

What services do clients want?

In many cases, the answer is: offerings you’re not providing

By Staff |October 1, 2013

2 min read

Small clients, big opportunities

Let’s be honest. It’s more lucrative to chase wealthy prospects, but they aren’t the average advisor’s bread and butter. There are only so many affluent folks to go around, so you won’t grow your book if you keep waiting for millionaires.

By Suzanne Sharma |October 1, 2013

2 min read