In the News
Get every new post delivered right to your inbox
Women of Influence
Surging investor confidence in early 2018 is starting to look like reckless enthusiasm. Investors have lately shown a willingness to take on risk in search of home-run returns, and the investment industry is serving up products to capitalize.
How annuities can beef up retirement cash flow
Toronto-based financial planner Rona Birenbaum says annuity buyers can solve this by purchasing a permanent life insurance policy representing all or some of the capital amount used to purchase the annuity.
Taxes Next Steps
Ottawa may have backpedalled on some of its tax proposals but physicians remain very concerned.
This strategy could have you thinking twice about the benefits of annuities
With interest rates rising, it’s time for a fresh look at the cash-for-life comfort and convenience of annuities.
Opening a TFSA at your bank
Everything you need to know about the process and being prepared to meet a financial representative.
When buying critical illness insurance makes sense
Financial planner Rona Birenbaum says the most compelling reason to buy a critical illness policy would be if someone isn’t eligible for disability insurance — for instance, a stay-at-home parent who doesn’t have an income to replace.
High income ≠ wealth— and what to do about it
Be careful about trading tomorrow’s financial security for today’s expensive lifestyle.
WP Wealth Professional Magazine
Determined, Innovative and Successful: Meet the Team Who Is Taking Over the Wealth Industry, One Client at a Time
Tax changes demand a review of your compensation strategy
The relative merits of RRSP versus corporate investing depend on the type of income the investment itself generates.
Canadian Wealth Professional Award
Caring for Clients is more than proud to announce that we were the 2016 winners of the Canadian Wealth Professional Award for:
BEST INDEPENDENT ADVISOR OFFICE – FEWER THAN 10 STAFF