Planning and Advice

IIROC hosts financial literacy conference

IIROC is hosting the 5th Global Investor Education Conference.

By Staff |June 13, 2013

1 min read

The slow-savings time bomb

Conseiller Editor Yves Bonneau scored a prestigious KRW award with this editorial. We at Advisor.ca salute this achievement and present his work for you on our site. As baby boomers transition from employment to pension, our attention turns to their successors – Generations X and Y. And what do the soothsayers see for these groups, […]

By Yves Bonneau |June 13, 2013

3 min read

Tax avoidance can damage your reputation: STEP chief

People aren’t as averse to paying taxes as they once were. “Twenty years ago both the government and the public as a whole took the attitude that aggressive tax avoidance was fine if it passed muster legally,” David Harvey, chief executive of STEP Worldwide told Advisor.ca during the association’s Toronto conference.

By Dean DiSpalatro |June 12, 2013

3 min read

Get your newlywed clients on the same financial page

As the financial quarterback for my clients, it is important that I know about any life event and incorporate it into their financial plan.

By Chris Susel |June 12, 2013

3 min read