Raf Brusilow

Risk Management

Insure your art collection

It’s common to see valuable art collections left financially unprotected. Big mistake, experts say.

By Raf Brusilow |September 5, 2013

3 min read

Market Insights

Know your client’s retirement needs

As fresh market warbles hit worldwide stock indexes, many investors slammed down the brakes—or at least flinched—as their portfolios took a tumble. Most exposed to a sudden decline were those nearing retirement, with little time left to recover losses.

By Raf Brusilow |June 17, 2013

3 min read

Market Insights

Wealthy immigrants choose Canada

Immigration plays a key role in the growth of Canada’s High Net Worth (HNW) sector, as new Canadians often bring fresh ideas and cultures. They're also injecting $2 billion into the Canadian economy each year.

By Raf Brusilow |November 7, 2012

3 min read

Industry

Back-to-back annuities make a comeback

Annuities, those age-old stalwarts of longevity planning, have been popping up on the investment radar with some gusto recently, propelled by recent financial terrors and a renewed interest in consistent, reliable gains versus flash-in-the-pan returns that often quickly evaporate.

By Raf Brusilow |November 21, 2011

3 min read

Planning and Advice

Client service trumps higher education

For aspiring advisors, education is only one piece of a very complex puzzle, as industry certifications and experience play a much bigger role in hiring than your university major, recruiters say.

By Raf Brusilow |October 3, 2011

5 min read

Industry

Foreign indirect investment

How to invest in emerging markets without leaving your home exchange. The foreign investment sphere keeps getting more complicated. What’s a discerning investor to do?

By Raf Brusilow |October 1, 2011

5 min read

Market Insights

Balance clients’ risk into retirement

With risk rising again to the forefront of investors’ minds, it’s hard not to worry whether retirement assets are as safe as they could—and should—be.

By Raf Brusilow |September 8, 2011

3 min read

Products

Funding a child’s education

A good education doesn’t come cheap. Even when counting subsidies, the costs of studying and living as a student can reach a small fortune. So many parents look for ways to save for their kids’ education even before the children are out of diapers.

By Raf Brusilow |September 1, 2011

7 min read

Planning and Advice

Building your professional network

Few accounts are so simple that they require no outside counsel. That’s why it’s important to actively work on building a trusted network of professionals you can rely upon. Pretending you’re an expert at everything by trying to do it all yourself is generally a terrible idea because in most cases it will make the […]

By Raf Brusilow |August 2, 2011

4 min read