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BridgeForce News | January 15, 2018

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HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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Manulife Financial | Change in segregated fund processing for former Standard Life products

It’s important that your advisors are aware that as part of the former Standard Life Segregated Fund integration, some processes for segregated fund products from the former Standard Life have changed. Changes were made to bring alignment (where possible) to all segregated fund products so there’s one consistent process to follow. To communicate with your advisors, a related article, Change …

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Manulife Financial | Increase to interest rates on debit commission balances

Following the 2017 increase in the prime rate at the Bank of Canada, Manulife has increased the interest rate percentage charged on outstanding commission debt balances. Starting January 1, 2018, the interest rate for outstanding advisor debts will increase from 4.07 per cent to 5.2 per cent annually. If an advisor is currently in a debit position, the change will …

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Marketing Monthly | January 2018: TFSA

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In this issue: CRA confirms TFSA limit for 2018 TFSA or RRSP? Try these five tests The Wealthy Barber explains: TFSA or RRSP? CRA confirms TFSA limit for 2018 The TFSA contribution limit for 2018 will remain $5,500. The indexation adjustment for personal income tax and benefit amounts is 1.5% for 2018, which is not enough to raise the TFSA …

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BridgeForce News | December 11, 2017

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HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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Marketing Monthly | December 2017: Holiday Spending

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In this issue: 2017 Canadian holiday outlook 5 Budgeting Tips for the Holidays Objects versus experiences: which make the better gift? Looking to give back this season? Check out these charitable gift guides 2017 Canadian holiday outlook The holiday season is almost upon us, bringing with it lots of shopping but also a host of interesting trends. Where and when …

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BridgeForce | 4th Annual Estate Planning Concepts & Strategies for Professionals

You’re invited to the 4th Annual Estate Planning Concepts & Strategies for Professionals Sponsored by: BridgeForce Financial & Advocis Sudbury Chapter Confirmed speakers: Accounting Firm of Sostarich Ross Wright & Cecutti LLP Accounting Firm of KPMG Law Firm of Weaver Simmons CI Investments – Anne Manson – The Gen-Savvy Advisor BridgeForce Financial – Earleen Moulton, VP Compliance Guy Legault – President, …

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BridgeForce News | November 27, 2017

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HEADLINES AI cannot replace human advisors Despite the recent proliferation of digital asset-allocation services (a.k.a. robo-advisors), they pose little threat to human financial advisors. These services use artificial intelligence (AI) to choose investment portfolios for investors based on a series of answers to an online questionnaire. However, this approach can never replace what real advisors actually do. Here are some …

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BridgeForce News | November 13, 2017

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HEADLINES How the proposed tax changes will impact Canadian farmers We’re sure many of you are aware of the federal government’s proposed tax changes released July 18, 2017, commonly referred to as the proposals. Regardless of how these changes have been communicated, the proposals will have a significant impact on tax planning for all business owners, including farmers and other …

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Marketing Monthly | November 2017: Disability & Long Term Care

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In this issue: CLHIA | A guide to disability insurance Why should you consider income replacement insurance? Revolutionizing mental health-related disability claims management How much disability insurance coverage do you need? CLHIA | A guide to disability insurance This guide is designed to help you understand disability insurance and explain what your options are for income replacement in the event …

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