News and resources for Canada's top financial advisors
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Investor education is about the investor, not investments. Far too much emphasis is placed on informing clients about investments and very little on what the client needs to know, according to Charlotte B. Beyer, founder and CEO of the Institute of Private Investors and founder of New York-based Investor Education Collaborative. “The ultimate purpose of […]
By Vikram Barhat |October 28, 2010
2 min read
Canadian securities regulators expect improved environmental disclosure from the country’s reporting issuers and have released a guidance document towards meeting that goal. “Issuers are increasingly recognizing the current and potential effects on their performance and operations, both positive and negative, that are associated with environmental matters,” states the document, which was released Wednesday by the […]
By Doug Watt |October 28, 2010
3 min read
For most baby boomers in Canada, having a mortgage-free retirement isn’t in their future, although three quarters say that it is important to own their home by this time, according to a new report released by TD Canada Trust. Those in British Columbia are the least likely to own their home and be mortgage-free when […]
By Staff |October 28, 2010
In our circles, the subject of where the next generation of advisors will come from is discussed quite frequently. What’s less talked about is where the next generation of clients will come from. For the past three decades, advisors have been busy with baby boomers. These aggressive asset accumulators make great clients. They have money, […]
By Philip Porado |October 28, 2010
Mention social media to most advisors and they are more likely to think of their kids tweeting about the latest Justin Bieber track, rather than their high-net worth investors (HNWI). But the wealthy are more interested in social media than you might think. That wake up call came at the Strategy Institute’s 12th annual Marketing […]
By Vikram Barhat |October 27, 2010
Sun Life Financial has announced the sale of Sun Life Assurance Company of Canada (Sun Life) to Berkshire Hathaway Life Co. of Nebraska. The move comes after a review of options for the company’s reinsurance business. “This transaction reflects Sun Life Financial’s strategy to deploy capital to the parts of our business that can best […]
By Staff |October 27, 2010
1 min read
It is the cornerstone of every successful relationship, whether it’s with your spouse, your doctor or your client. So why aren’t all advisors masters at building trust? “Trust is cumulative; it is not built in a day, it is built over time,” said Joe Calabrese, president of Harris myCFO, speaking at the Strategy Institute’s 12th […]
By Steven Lamb |October 27, 2010
MD International Growth Fund; MD International Value Fund; MD American Growth Fund; MD American Value Fund; MD Select Fund; MD Equity Fund; MD Income & Growth Fund; MD Dividend Fund; MD Balanced Fund; MD Balanced Fund; MD Dividend Fund; MD Income & Growth Fund; MD Equity Fund; MD Select Fund; MD American Value Fund; MD […]
5 min read
RBC and the University of Waterloo have joined forces on a retirement planning and retirement living report. The ‘Your Future by Design Retirement Research’ report released today blends academic research with financial knowledge to develop practical retirement solutions and advice. The highlight of the report is the notion that Canadians need to understand not only […]
By John Powell |October 26, 2010
Their prey is finally in sight. The Canadian chapter of the U.S.-based Tiger 21, an exclusive club for high-net worth individuals (HNWIs), has been scoping the Canadian financial landscape for HNWI for some time. Now, it has zeroed in on a few membership potentials on the run up to its launch in the spring of […]
By Vikram Barhat |October 26, 2010
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