Planning and Advice

Don’t waste charity tax credits

There can be tax advantages to donating money to a charity at death, but don’t let your clients waste those advantages.

By Barry Corbin |February 13, 2013

3 min read

Tough times ahead for investment managers

Investment managers are in for a tough five years, says new research.

By Staff |February 13, 2013

1 min read

5 tips for young clients

Young people rarely meet the minimum requirements to become clients, but that doesn’t mean you can’t help this emerging generation of investors.

By Caroline Hanna |February 12, 2013

3 min read

Young Canadians anxious about retirement

The majority of Canadians between ages 18 and 34 aren’t confident about their savings skills.

By Staff |February 11, 2013

2 min read

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