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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
Avoid falling victim to predatory advisers
Physicians are sought after clients in the financial services industry.
“Help, my husband won’t get a job!”
Get ready for some tough love, says Rona Birenbaum, a Toronto-based financial planner and founder of Caring for Clients.