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Advisor Education
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Ergonomics for your home office
Setting up the laptop at the dining room table or kitchen island for the occasional work-from-home (WFH) day usually does the trick, but as we all settle in for an extended WFH scenario, taking the time to figure out a better ergonomic setup will go a long way in keeping you happy and healthy.
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Client communication during COVID-19
During times of economic volatility, your clients are looking to you for honest advice and direction, but it’s important to gauge how to communicate that.
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Finding balance in a new work-from-home reality
We’re social creatures by nature and working from home full-time can be a big adjustment. Finding a good balance and trying to stay positive is key to managing through this period of social distancing.
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The kids are alright…
Schools are closed, daycares are closed, sports and other activities are cancelled. With the whole family cooped up at home, finding ways to keep you and your kids sane is a top priority. From toddler to teenager, there are plenty of online activities to help keep everyone busy.
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Goals Based Investing
Goals based investing identifies the amount of money required at different times throughout your life and creates investment strategies accordingly. Find out how.
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Money in motion. Planning for an epic generational transfer of wealth.
An estimated $751 billion will move from one generation to the next in Canada in the coming decade. By working closely with clients to plan for the transfer of their wealth, you can improve asset retention and help future-proof your business.
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Could you be paying too much tax?
There are strategies beyond contributing to a Registered Retirement Savings Plan (RRSP) that can help reduce your taxes owing. A variety of expenses can be claimed as a tax deduction or tax credit on your tax return. Here are eight strategies to consider.
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The regs, they are a-changin’
Learn about proposed amendments designed to build client relationships, and manage the impact of new regulations on your business.
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