News and resources for Canada's top financial advisors
Investing
How should you measure performance?
By डीन डाइस्पैलेट्रो |August 13, 2014
1 min read
By ਡੀਨ ਡਾਇਸਪੈਲਾਤਰੋ |August 13, 2014
If you’re like most Canadians, you’ve probably been working for quite some time—in all likelihood, since your early 20s.
By James Dolan |August 5, 2014
3 min read
People between 45 and 55 are in what’s conventionally called their peak earnings years. Here are some key points and financial planning strategies for people in this age group.
By Staff |August 5, 2014
2 min read
Your peak earnings years can be a time of unprecedented financial freedom.
As you cruise into your peak earning years—generally ages 45 to 55—your priorities change. And your portfolio needs to change along with them.
To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the opportunities and pitfalls clients face when entering their peak earnings years. The slides are designed to help you educate investors and prospects. We know you’ll want to customize them and add elements specific to your clients, so we’re providing a Word file to make that easier(there is no PowerPoint).
August 5, 2014
Critical to-dos for your peak earning years (and why they’re critical)
Charts like these can give clients a sense of where they stand on the earnings spectrum vis-a-vis their peers.
Find returns at established and profitable companies under the radar.
By David Barr |July 30, 2014
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