News and resources for Canada's top financial advisors
Planning and Advice
One of your wealthy clients referred her daughter to you. She’s 27, works in media relations, and just bought her first condo. She’s ambitious and plans to climb the corporate ladder—she’s had two promotions in two years, and should crack six figures within the year. Her busy career and social life keep her smartphone glued to her hand. She wants to discuss her goals and investment options. How do you communicate with her?
By Rosemary Smyth |February 7, 2014
2 min read
Netanya knows a lot of people lost money in 2008, but thinks her advisor did a poor job by losing more than half her money.
By Dean DiSpalatro |February 7, 2014
4 min read
President, Ron Graham and Associates Ltd.
By Kanupriya Vashisht |February 7, 2014
Senior VP, branch manager and portfolio manager, Raymond James Ltd.
When it comes to gifts for tech-savvy clients, simple is usually better. Here are some suggestions to maximize your marketing budget.
By Lisa MacColl |February 7, 2014
Have you ever tried to think like a horse? John Welch of Toron AMI International Asset Management has. And it’s worked to his benefit. In fact, just like a racehorse, he’s focused, driven and keeps his end goal in mind. And he uses these qualities when networking within equestrian circles, a subculture that’s known for having numerous events and fundraisers. One event he supports is Polo for Learning, which raises money for childrens’ charities.
By Stuart Foxman |February 7, 2014
Industry
More than half of Canada’s future retirees (55%) are comfortable that they are on track to achieve their retirement goals, on par with 2012 results (53%), according to a Scotiabank poll.
By Staff |February 6, 2014
In recent months, major firms and banks from Wall Street to Bay Street to the City have been telling staff to take weekends off and cut back on overtime.
1 min read
Sign up for tax updates and connect with experts for help.
February 6, 2014
The Canadian Securities Institute and the Association of International Wealth Management, are bringing the Certified International Wealth Manager (CIWM) designation to Canada.
By Staff |February 5, 2014
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