Suzanne Sharma

Get finances in order for parental leave

Consider that your expenses will be higher since you’ll have an extra person to feed and clothe. Here's how Canada's EI program works

By Suzanne Sharma |February 15, 2018

Investing

How currency exchange affects your life

If you’ve ever wondered why we can’t have a single currency, you’re not alone

By Suzanne Sharma |November 17, 2016

Industry

How to work with small investors

Coreen Sol Coreen Sol is vice-president, portfolio manager at CIBC Wood Gundy in Kelowna, B.C. She serves more than 400 clients. Her practice is based on four portfolio models for most clients, and she has a separate platform for smaller accounts. The financial services industry is evolving. As advisors continue to adjust to CRM2 and […]

By Suzanne Sharma |October 7, 2016

Planning and Advice

Client confidential: Saima Naz

Occupation principal at iLearn DL Secondary School City Surrey, B.C. Age 34 I’ve been investing for: 10 years Investable assets: more than $250,000 How long I’ve had an advisor: 10 years New beginnings I immigrated from Lahore, Pakistan to Montreal in grade two, and then moved to Surrey, B.C. a few years later. I started […]

By Suzanne Sharma |October 7, 2016

Planning and Advice

Ailing parents need their children’s help

Toronto-based couple is considering moving closer to either set of their elderly parents

By Suzanne Sharma |September 9, 2016

Industry

Raymond James ready to acquire more advisors

The firm’s recent acquisition of 3Macs isn’t deterring the advisory firm from additional opportunities.

By Suzanne Sharma |June 22, 2016

Industry

Manulife Securities ramps up hiring as banks restructure

An interview with George Garner, head of national sales.

By Suzanne Sharma |June 8, 2016

Industry

Industry reacts to robos aligning with advisors

One player has launched an automated platform for advisors to manage client portfolios.

By Suzanne Sharma |May 24, 2016

Estate Planning

Father squanders multi-million-dollar legacy

Daughter wants to know her legal options

By Suzanne Sharma |May 13, 2016

Life

Should clients cash out an insurance policy?

Clients who need access to cash will come to you for solutions

By Suzanne Sharma |May 6, 2016

Products

Should investors use HELOCs?

One way to tap into a property's equity

By Suzanne Sharma |May 6, 2016

Investing

Should you use HELOCs?

How to tap into a property's debt equity

By Suzanne Sharma |May 6, 2016

Financial Planning

What to consider before cashing out insurance

Cashing out life insurance can have unintended tax consequences, so get informed before making a move

By Suzanne Sharma |May 6, 2016

Industry

What role do ETFs play in portfolio construction?

Portfolio construction and execution were featured in a panel discussion on Day Two of the ETF Forum in Toronto on April 20. Advisor was there live-tweeting the details; join us on Twitter for more live updates today, or click on #ETFforum to see all the tweets from the conference. If you missed the panel, don’t […]

By Suzanne Sharma |April 20, 2016

Industry

Student debt woes plague Canada

It took me almost a decade to pay off my student loans. Three years after graduation, I finally secured a stable, full-time job. By then, the added responsibilities of rent, bills and other expenses meant that I couldn’t pay my two loans off as quickly as I’d hoped. Still, I only owed $15,000. Most students […]

By Suzanne Sharma |April 8, 2016

Industry