Planning and Advice

Man or machine?

Use technology to make time for clients, not cut them out.

February 5, 2013

9 min read

Should you get Windows 8? Yes

There’s been a lot of press about the new Windows 8 software, mostly focusing on the removal of the Start menu. This has led some people to forgo the upgrade.

By Kevin Cork |February 5, 2013

3 min read

Advisor confidential | Lisa Tong

In my own portfolio, I focused on blue-chip Canadian dividend stocks for the past 10 years because of better fundamentals, and stronger currency.

By Kanupriya Vashisht |February 5, 2013

2 min read

OAS change won’t disrupt retirement plans

Many Canadians aged 45 to 54, the first age group to be affected by the OAS age increase proposed by the government, were already planning on working past age 65, according to CIBC polls conducted by Harris/Decima.

February 4, 2013

3 min read