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Moving boxes in new house. Real estate concept.

Inform clients of eligible moving expense deductions

Tax savings could help offset the rising cost of relocation

Education school or business concept. Woman female student sitting on chair holding stack books. Back view grunge background

Clients interested in philanthropy? Become an expert

New designation for advisors revolves around gift planning strategies

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 12:31
Candle stick graph and bar chart of stock market investment

Mackenzie and Quadrus to merge seven mutual funds

Mergers would take effect next year

  • By: Staff
  • September 21, 2018 September 21, 2018
  • 14:30
Financial technology(fintech) and world economy

European investment managers increase use of ETFs, bonds

More than 90% of professional investors were using ETFs this year

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 12:15
Maze and businessmen, miniature,

Despite likelihood of NAFTA deal, BMO head worried about trade

Darryl White doesn't have one specific ask for Bill Morneau

Financial graphs analysis

Where rates are headed—and how fast

Achieving a neutral policy rate of 2.5% to 3.5% will be a slow process

Mother and Daughter Florists

Many clients want to be their own boss

Millennials are especially entrepreneurial

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 13:40
Miniature house on white background

Unforeseen consequences from downsizing a home

Help clients avoid disappointment by preparing them

  • By: Staff
  • September 19, 2018 September 19, 2018
  • 14:20
Gavel

Proposed class action lawsuit on trailing commissions filed against CIBC

Lawsuit cites lack of advice provided by discount brokers

Business people, entrepreneur, business, small business concept

Asset managers reveal their top challenge

In a poll, Canadian managers offer insight into their own personal headwinds

  • By: Staff
  • September 19, 2018 September 19, 2018
  • 12:42
Senior couple making nordic walking in the park

The case for longevity insurance

With baby boomers retiring, governments must shift their attention to decumulation, says a new report

  • By: Staff
  • September 19, 2018 September 19, 2018
  • 15:15
grand opening illustrated with a scissors, a red ribbon and confetti on a white background

FPSC to become FP Canada

Financial planning body rebrands

  • By: Staff
  • September 19, 2018 September 19, 2018
  • 14:11
Kelley Keehn

Expert confidential: Kelley Keehn

Occupation: Financial literacy advocate, speaker and author of nine personal finance books. Consumer advocate for the Financial Planning Standards Council (FPSC) and member of the…

What financial concept don’t you understand?

Aaron Dalton, 44, Gamer and coder, Calgary From financial podcasts, I started hearing a lot about passive investing as a way to avoid mutual funds…

Help a business owner who experienced a data breach

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a…

Why young clients, in particular, need coaching

A generation of investors has never known a bear market