Articles

As an Investment Advisor, you already understand the magic of referrals. They offer instant credibility by affirming your value and the quality of your services. Better still, referrals allow you to gain the trust of prospective clients even before you meet them. You benefit from the halo effect – t...

Workplace pension plans used to be commonplace, but they’ve become a luxury in recent times. Today, only a minority of working Canadians (37.5%) have one.1 However, understanding the ins and outs of pensions – whether you participate in one or not – can offer more context concerning your own retirem...

Although numerous gender barriers have been broken down over the years, at least one remains – women have less money saved for retirement than men. It’s been recently reported that 25% of Canadian women have contributed fewer dollars toward retirement than their spouses.1 The same survey highlighted...

Running a business isn't easy. It takes hard work, perseverance and resilience. It also takes good advice and having the right people in your corner. Here are a few guidelines on growing a business that owners often overlook as they get caught up in the day to day. Partner with professionals who und...

Are you heading into your pre-retirement years? You may be wondering how, when and if you should move to safer investments. You’re right to start thinking about potentially transitioning your portfolio to be more income-focused ahead of actually retiring. After all, investing heavily in stocks may b...

One of the most overlooked strategies for improving your portfolio’s return is to minimize the tax burden on your investments. By structuring your portfolio to take advantage of Canadian tax laws, your Investment Advisor may help you pay less tax, keep more of your returns and, over time, accumulate...

A recent poll by CIBC noted that the vast majority of Canadians do not have a retirement plan in place to help them achieve the lifestyle they dream of in their golden years – and women are even less likely than their male counterparts to be retirement-ready. How do your retirement savings measure u...

While 50 may be the new 30, it’s simply not the case when it comes to saving for retirement. For that, there’s no turning back the clock. When people reach their 50s, they tend to realize that retirement is no longer such a distant concept. Yet a recent poll found that 32% of Canadians between the a...

I wanted to learn more about blockchain technology given all the hype surrounding it as a game changer and came across a video by Duke University Professor, Campbell R. Harvey in which he describes what it is, how it works and, perhaps most interestingly, some of its practical applications.1 Most of...

The new statements are easier to read and have a fresh new look and feel. To guide you through the statement features, we have created a pamphlet "Understanding your investment portfolio statement". iA Securities HollisWealth