Practice

Edward: Retirement Resource Centre Case Study

Edward has a modest income but, post-divorce, received a substantial settlement. What can he do to make the most of his assets, help his children succeed, and achieve his retirement goals?

March 17, 2014

2 min read

Planning and Advice

Advisor analysis – Zena Amundsen

One of Edward’s first steps would be to update his estate plan, starting with a new will, power of attorney and health directives.

By Zena Amundsen |March 17, 2014

4 min read

Planning and Advice

8 ways to show your employees you appreciate them

Employee appreciation day was March 7.

By Staff |March 14, 2014

1 min read

Economic Indicators

Have a smooth business trip

Every businessperson has his or her share of airport horror stories. Missed connections, flights delayed for hours or cancelled outright, and other indignities, are all risks.

By Staff |March 14, 2014

2 min read

Planning and Advice

The ABCs of cash flow planning: J is for Judgment

Many clients may fear their advisors would pass judgment if they knew how they handle their cash.

By Stephanie Holmes-Winton |March 10, 2014

2 min read

Planning and Advice

Call clients six times a year

Clients feel they’re getting good service if you contact them six or more times a year. That means a real conversation, not voicemails or birthday wishes. So what’s the reason for your call?

By Bryce Sanders |March 10, 2014

3 min read

Planning and Advice

Stereotypes wreck KYC

One surefire way to halt a discovery conversation is to open with incorrect assumptions.

By Melissa Shin |March 7, 2014

2 min read

Planning and Advice

Don’t repel talented staff

Most companies say they want talented, innovative, employees, but their practices actually drive away high achievers, says Forbes writer Liz Ryan.

By Staff |March 7, 2014

1 min read

Planning and Advice

Take clients to a fashion show

These names sound foreign to you. Still, you hit upon the idea of taking him to a show at Toronto Fashion Week because you’re confident it’ll develop your relationship and could lead to referrals. Since you’re not a fashion insider, here’s how to deal.

By Jessica Bruno |March 7, 2014

4 min read

Planning and Advice

Gifts for music lovers

Victor Hugo wrote, “Music expresses that which cannot be said,” so it can be an ideal client gift.

By Lisa MacColl |March 7, 2014

2 min read

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