Advisor’s Edge honours award-winning advisors

(December 7, 2004) Financial advisors can get kicked around a lot in the press, and while they may be a thick-skinned group, once in a while it’s nice to be told “thank you.” There are a lot of dedicated professionals across the country who have helped their clients achieve difficult goals.

In the December issue of Advisor’s Edge, we recognize a handful of these hardworking financial coaches, in our coverage of the sixth annual Advisor of the Year Awards.

“As always, this December we feature our special report on the Advisor of the Year Award winners,” says Deanne Gage, managing editor of Advisor’s Edge. “We focus on the winning case studies and they explain the tax and estate planning and various other planning strategies needed to help clients achieve their goals.”

The case studies cover a wide range of financial planning topics, ranging from leaving a family business, to retirement in Mexico, to the strategies needed in moving back from Hong Kong to Canada.

“We started the program to honour the advisors who are doing excellent work for their client,” Gage says. “We feel that’s especially important when you hear a lot of negativity toward advisors in the mainstream press, which makes it sound like all advisors are swindling their clients. That’s certainly not the case.”

This year there were three winners one in Ontario, one in the B.C./Territories region and one in the prairies region, and five honourable mentions. For more information on the Advisor of the Year Award program, please click here.

“In this month’s editorial, Darin announces a new product we are launching in January, a new addition to the ADVISOR family entitled Advisor’s Edge Report,” Gage says. “It’s a monthly newspaper that will appear mid-month, whereas the magazine will continue to appear at the beginning of the month.”

The paper will focus on regulatory developments and investment news, while the magazine will continue to offer articles on practice management and planning strategies.

“We also have the second part of our three-part RRSP Survival Guide,” Gage says. “This particular part of the guide looks at the issues around life and death, how to best preserve the capital in your RRSP and what actually happens to your RRSP when you die.”

The story, written by Jamie Golombek, goes beyond the obvious, such as the RRSP being passed to the spouse or beneficiary, and looks into tax savings opportunities.

Filed by Steven Lamb, Advisor.ca, steven.lamb@advisor.rogers.com