Wealth Update – The Hidden Benefit of Householding
As you know, most carriers offer these two product features: preferred pricing and householding. This got us thinking, how can we combine...
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Scott Edgington
Oct 311 min read
Wealth Update – The Business Media and the US Election
Next week, we’re going to see and hear lots from the business media as they interpret and sensationalize the election results. Let’s look...
Scott Edgington
Oct 91 min read
Looking for a reason to contact your clients this fall?
Why not check to see if their contract has the manual reset feature and give them a ring? We see equity markets at all time highs, so we...
Scott Edgington
Sep 302 min read
Wealth Update – Falling Leaves, Falling Rates
How will my clients’ investments be affected by falling rates? Perhaps this is a question your clients have been asking now that the U.S....
Scott Edgington
Aug 292 min read
Wealth Update – RRSPs, TFSAs and Marriage Breakdown
This past week we had questions about how RRSPs and TFSAs are divided in a marriage breakdown. Recently, with more than 40% of marriages...
Scott Edgington
Aug 12 min read
Wealth Update – Dividends and Segregated Funds
This week, let’s talk about dividends paid inside a segregated fund. Clients may be asking why do I not receive dividends when I’m in a...
Scott Edgington
Jun 272 min read
Wealth Update – Tools for Your Semi-Annual Client Meetings
It’s hard to believe, but one-half of the year has already gone by. Starting in early July, your clients will receive their semi-annual...
Scott Edgington
May 311 min read
Can ROP replace fixed income?
This week let's talk about a concept that gives your client protection against a critical illness and 0% GIA. The concept is to replace...
Scott Edgington
Apr 291 min read
Wealth Update – Three Ideas Regarding the Proposed Capital Gain Inclusion Rate
Last week we saw the Federal government present their 2024 budget. How can you help your clients manage the change in Capital Gains...
Scott Edgington
Apr 11 min read
Wealth Update – Informal Trusts for Children
Firstly, let’s clarify a point form last week. The CRA is waiving the late filing penalties for 2023 and not the filing requirement. The...
Scott Edgington
Feb 1, 20232 min read
Wealth Update – Strongest And Weakest Funds In 2022 And T2033 Addresses
We’ve been preparing these tables for a few years now, and it’s interesting to see how things change over time. Looking back at 2021, we...
Scott Edgington
Aug 5, 20222 min read
Five Summer To-Do’s
Here are five great reasons for you to contact your clients: With all this market volatility, it is a great time to rebalance portfolios...
Scott Edgington
Nov 17, 20211 min read
Working with Aging Clients
More and more advisors share stories with us about how clients change as they age. In particular: Forgetfulness Repeatedly asking for the...
Scott Edgington
Aug 11, 20212 min read
Setting up in-trust accounts for children
Often, parents wish to gift money to children and have the money invested in a segregated fund. This will probably follow RESP...
Scott Edgington
Nov 19, 20203 min read
Six Year End To-Do's
Our next Money Monday will be on December 7th from 10 to 11:00 EST, via webinar. On the 7th, we will have a speed-dating style...
Scott Edgington
Oct 7, 20202 min read
New Pension Commuted Value Calculations
On December 1st, new rules are coming into effect regarding the calculation of pension commuted values.
Scott Edgington
Sep 23, 20202 min read
OAS Clawback
This week we delve into the OAS Claw-back regime. It’s a confusing process that we hope an example will help explain. Obviously, many...
Scott Edgington
Sep 16, 20201 min read
Cost vs. Benefit
Here's a real-life case that we think you’ll find interesting. A client had purchased a segregated fund with $100,000 and 100% death...
Scott Edgington
Sep 9, 20202 min read
Charitable Giving
Here is a situation to consider, a charitable 83-year-old lady wishes to give $500,000 to her favorite charity. If this lady is healthy,...
Scott Edgington
Feb 21, 20191 min read
Beware of 10 Year Returns
Remember the financial crisis of 2007-2008? Of course, we all do. Built on the assumption that property values can never go down, people...
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