Planning and Advice

Tax documentation checklist, 2007

(January 2008) In the tax universe, 2007 is the year of the family. With a number of new rules introduced in the federal budget, advisors have a great opportunity to discuss new tax efficiencies. Click here to download this two-page checklist. (pdf) Income sources Employment T4 slips commissions research grants directors’ fees details of casual […]

By Evelyn Jacks |January 2, 2008

4 min read

Tax planning checklists for clients

(January 2008) Happy New Year and welcome to tax season, 2008. In December each year we publish a package of tax advice, CRA updates, checklists and client tip sheets for you to use in your practice at tax time. Although many details need to be taken care of before the fireworks go off at midnight […]

By Staff |January 2, 2008

2 min read

Legally speaking: Professional networks service and liability

(December 2007) The professionalism mantra proclaimed by financial advisors, dealers and insurers speaks to prospective clients and existing clients about trust. This mantra of trust and professionalism happens to be the key benefit or message advisors have to offer in their marketing to clients. Once marketing efforts have brought prospective clients to the advisor’s door, […]

By Harold Geller |December 20, 2007

5 min read

Exit Planning: Closing up shop

(December 2007) The process of selling a practice or book of business can be a standard business transaction. But it is not quite cut and dried because a practice in transition is a dynamic environment. The ‘real’ work truly begins once the sale has closed. This is a busy time for both the seller and […]

By Cindy Jenner Cowan |December 17, 2007

5 min read