All items tagged with: investments

Will Robo-Advisors Threaten the Future of Your Financial Services Business?

Posted: September 01, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , Tax Planning, investments, relationship management, retirement planning, financial advisors, wealth management, tax advisors, financial services, investment advice, entrepreneur, innovative thinking, thought leadership, financial advice, future-proof, robo-advisors, value proposition, artificial intelligence, cyborgs, high-net-worth clients, complex financial issues, customer relationships, holistic advice, growing your business

As a financial advisor, you rely on technology to do your job effectively, but it’s also a disruptor in the industry these days. Robo-advisors are a force to be reckoned with, offering automated services that provide low-cost advice. Are they turning financial advice into a commodity? Will you be priced out of the market? How can you compete with robo-advisors?

Make Better Investment and Vacation Decisions in the U.S.

Posted: June 05, 2014
Posted in: Your Professional Development, Investment & Retirement, Tax Planning , Cross Border Tax, snowbirds, U.S. investments

Get the inside story on how to preserve your wealth while enjoying your cross-border travels, hassle-free. Pick up your copy of Canadians & The IRS. Makes a great gift for friends, family, and clients.

US Citizens in Canada: What You Need to Know About Uncle Sam

Posted: February 26, 2014
Posted in: Your Professional Development, Tax Planning , Cross Border Tax, snowbirds, U.S. investments

The number of days you spend in the U.S. each year can deem you to be a U.S. resident for tax purposes. You could even be a U.S. citizen and not realize it, and that has tax consequences. Learn your rights and obligations with Canadians & the IRS – pre-order your copy today.

Contrarily Positive: Things are Looking Up

Posted: March 11, 2013
Posted in: Strategic Thinking, Think Tank, Investment & Retirement , investments

A guest column by Dr. Michael Graham, Ph.D.  whose career has spanned 50 years, leading research and investment strategy at Wood Gundy, Dominion Securities Ames/Pitfield, Merrill Lynch Canada, Midland Walwyn, and now his own investment counselling firm Michael Graham Investment Services Inc. through which he writes about Canada’s potential as an exceptional worldwide place for investment.

Couples Who Borrow to Invest Need to Mind Tax Guidelines

Posted: March 05, 2013
Posted in: Strategic Thinking, Did You Know, Investment & Retirement, Succession & Estate Planning, Tax Planning , Tax Planning, Estate Planning, investments

Here’s a common issue encountered by tax and financial advisors. The client is Mr. X who has borrowed money to invest and wants to write off the interest. Can the investments be held jointly with his wife, Mrs. X for estate and tax planning purposes? What are the pitfalls to consider?