News and resources for Canada's top financial advisors
Industry
Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these trends. The multi-family office (MFO) or virtual-family office (VFO) offers personalized asset management that mitigates against complexity and uses the latest technologies—without incurring the expense of a traditional […]
By Mariellen Ward |November 19, 2010
9 min read
Meet for coffee, date, get hitched. The milestones of a successful personal relationship can also be applied to the merger of a business. As a lucky participant in a so-far successful merger of two financial planning practices, here’s what else I’ve learned: Know these things before you sit down to negotiate your partnership, otherwise you […]
By Kathleen Peace |November 19, 2010
2 min read
It’s rare for advisors to have a written succession plan, which is strange because advisors who work with business owners generally take a hand with helping those clients put their plans in place. I have a few theories about why it seems harder for advisors to develop their own succession plans. First, the idea of […]
By Sandra Foster |November 19, 2010
6 min read
Building a business is a bit like working a jigsaw puzzle. Before you spread out all the pieces, you need to look at the big picture on the box. Then you separate the edge pieces – build the structure first – and categorize all the other pieces by shape, size and colour. After considerable trial […]
By Kanupriya Vashisht |November 19, 2010
12 min read
From a basement office in 1997 to a stand-alone building that houses their business and serves as a gathering point for more than a dozen local charity groups, O’Farrell Financial Services Inc. in Kemptville, Ont., has seen a lot of change in the past 13 years. But, amidst all the change, the firm has stuck […]
By Philip Porado |November 19, 2010
3 min read
A year ago, advisors heard many clients announce they’d delay retirement. Fear was the flavour of the month. And, with losses mounting, a lot of advisors who’d been preparing to shift focus from accumulation to payout put the brakes on those plans and opted to stay on the asset-gathering course a little longer. But surging […]
Don’t let the 12-page and eight and a half foot long Disability Tax Credit application form – T2201 – deter you from getting what is rightfully yours. And while you’re at it, let your advisor help you use lucrative tax credits to offset medical costs. The time to understand tax consequences of serious illness is […]
By Vikram Barhat |November 19, 2010
4 min read
Desjardins Group, a national winner in Canada's 10 Most Admired Corporate Cultures of 2010 Program. Winners were chosen by the program's board of governors, established in 2005 by Waterstone Human Capital.
By Staff |November 18, 2010
1 min read
Luc Bernard has received the Université du Québec à Montréal ESG Network Performance Award in the Manager category.
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