Heidi Staseson

Planning and Advice

Eldercare: Engaging the softer side

Patty Randall understands that caring for an elder loved one is no small task

By Heidi Staseson |September 11, 2013

6 min read

Industry

Financial advice for hockey players

As the Leafs prepare to face off with the Bruins, we ask: What do NHL all-stars Jarome Iginla, Nik Antropov and Eric Staal have in common, besides their barrel-thick necks and numbers on a jersey?

By Heidi Staseson |May 13, 2012

11 min read

Market Insights

Chosen one

Early last month, eating sushi in Yorkville, a young friend I’ll call Becky confided in me she was going through a personal crisis. Her usually tight-knit family was in shambles. At issue was the fact her mom wanted out of the successful family business that she and her husband started from the ground up 30 […]

By Heidi Staseson |December 19, 2007

16 min read

Planning and Advice

The right fit

(August 2007) The high-net-worth marketplace in Canada is booming. With a projected growth rate of nearly 88% over the next seven years, it’s a hotbed of opportunity for advisors across all wealth-management channels, says Earl Bederman, who spoke at a marketing wealth management conference in May. At the end of 2006, the wealth market in […]

By Heidi Staseson |August 27, 2007

7 min read

Industry

HNW market tough nut to crack

The high-net-worth marketplace in Canada is booming and does not appear to be letting up. With a projected growth rate of nearly 88% over the next seven years, it’s a hotbed of opportunity for advisors across all wealth-management channels, according to Earl Bederman, president of Investor Economics. Speaking to advisor audience members Wednesday at a […]

By Heidi Staseson |May 10, 2007

4 min read

Industry

FPSC unveils new competency standards for CFPs

In an effort to further define the responsibilities of financial professionals, the Financial Planners Standards Council has released a new Professional Competency Profile, which outlines the gamut of core capabilities required of all certified financial planners. Available on the FPSC’s website (www.cfp-ca.org), the 47-page profile, which includes an overall competency matrix, is designed for a […]

By Heidi Staseson |December 8, 2006

3 min read

Planning and Advice

Your practice: Unique Yuletide

(December 2006) While client appreciation gestures can be made throughout the year, December is ripe with opportunities for advisor giving and there are many different variations on the client appreciation theme that can be used this holiday season. In past years, Kitchener, Ont.-based advisor Gary H. Attack has sent poinsettias, coffee table books and name-engraved […]

By Heidi Staseson |November 28, 2006

3 min read

Industry

Providing the complete tool box

For advisors JoAnne Anderson and Stephen Koury, putting clients at the centre of their practice seemed the obvious way to go as they moved to a fee-based model. The business partners spoke on the subject at last week’s Advocis conference in Victoria. The Mississauga, Ont.-based advisors — former Advisor of the Year winners who joined […]

By Heidi Staseson |June 20, 2006

4 min read

Industry

Make way for the working retiree

People nearing retirement are in for busy times, but it won't just be making exotic travel plans or sinking holes-in-one. Instead, some will be re-entering the workplace, either full-time or part-time, and even reclaiming their old offices.

By Heidi Staseson |June 19, 2006

3 min read