Planning and Advice

Plan your succession before your next vacation

Too often, the time for succession planning is in the past. You need to think about these issues when you first take on partners, not when you are considering retirement.

By Doug Robbins |November 16, 2011

7 min read

Residency rules snowbirds need to know

Avoiding Canadian winters by heading to the warmer climate of the southern United States has long been a common goal for Canadian retirees. These snowbirds look to enjoy the warm weather while maintaining their Canadian ties. For many it's a great way to spend a part of their retirement, as long as they are aware of the potential tax consequences.

By Michelle Munro |November 16, 2011

6 min read

Advising in a fragile world

It’s easy to be a good advisor when the markets are steady. But how do you provide the guidance clients need when the world is in constant flux?

By Melissa Shin |November 14, 2011

3 min read

Unleashing the power of LinkedIn

LinkedIn is not just a business social network. It's a great way to create your own brand. When it comes to building credibility and increasing visibility of your value proposition, few tools are as effective as LinkedIn Recommendations, a reputation engine that financial advisors can use to boost their profile, attract clients and differentiate themselves from peers.

By Vikram Barhat |November 10, 2011

4 min read