News and resources for Canada's top financial advisors
Life
Getting an accurate picture of a client’s retirement prospects requires advisors to drive their planning software harder than they might be accustomed to. Indeed, a February 8, 2010 article by Stephen Lamb on Advisor.ca was right on the money. In it, Lamb noted: “Retirement funding is a complex machine, with several moving parts . . […]
By John Armstrong |March 1, 2010
6 min read
Planning and Advice
Financial plans are the basis of the best client/advisor relationships. Or at least that’s the theory. But we review a lot of client portfolios and seldom find the advisor using an active and consistently updated financial plan. I regularly teach a course called Retirement 101 and at the end of a recent session, people sat […]
By John Armstrong |October 1, 2009
4 min read
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
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February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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