Planning and Advice

Severing ties

(April 2008) Markets are volatile and a recession is looming large. If the Canadian economy falters, advisors may soon be faced with another problem — clients who’ve lost jobs and need to know what to do about their pension plans and severance packages. When clients arrive with news that they’ve been let go from the […]

By Andrew Rickard |March 31, 2008

5 min read

Autopilot not an option

(March 2008) Many advisors believe their current modus operandi has been the reason for their success and, consequently, they are reluctant to change any part of their practice. Failing to distinguish between the things contributing to your current level of success and the behaviours that limit, or even detract from, moving to the next level, […]

By Cindy Jenner Cowan |March 24, 2008

4 min read

Practice Lab: Making self-care a priority

(March 2008) Where do you start if you want to make a change that will improve your business growth? Before rushing out and buying the latest marketing system, we suggest you look inside first. There is a concept in the coaching world called “extreme self-care.” Coined by coaching guru Thomas Leonard, extreme self-care is putting […]

By April-Lynn Levitt and Kim Poulin |March 12, 2008

4 min read

Tax on book sale

(March 2008) Probably the most talked about tax topic among advisors is the tax treatment associated with the buying and selling of the advisor’s own practice. The tax treatment came to widespread attention in the now infamous 2004 decision of the Supreme Court of Canada in Gifford (2004 SCC 15). Gifford, an employee and advisor […]

February 29, 2008

3 min read