News and resources for Canada's top financial advisors
Planning and Advice
New regulations mean advisors must bring the A-game.
By Suzanne Sharma |December 3, 2013
4 min read
Director, Private Client Portfolio Management, Mawer Investment Management Ltd.
By Kanupriya Vashisht |December 3, 2013
2 min read
You’re talking to a client but his eyes glaze over – a common sign he may be confused. Jay Nash, vice president and portfolio manager, Roberts Nash Advisory Group, National Bank Financial, offers these solutions when dealing with three types of confused clients.
By Dean DiSpalatro |December 2, 2013
Financial advisors spend decades helping clients accumulate wealth, knowing that eventually those clients will draw down their portfolio to finance retirement years. Keeping that client book as dynamic as possible is important for advisors.
By Brenda Craig |December 2, 2013
3 min read
This year’s turning out well for equity investors—the S&P 500’s up more than 25%. But that doesn’t mean you’re immune from complaints. Here are three situations you may encounter—and how to handle them.
By Bryce Sanders |December 2, 2013
Economic Indicators
Your clients’ CPP cheques may be a few dollars short because of a lag in information sharing between two federal departments, reports the Toronto Star.
By Staff |November 29, 2013
1 min read
What a remarkable year 2013 has been for investors. As of late November, the global equity markets (as measured by the MSCI World Index) were up more than 30% in Canadian dollars, while the DEX Universe Bond Index was headed toward its first negative year since 1997.
By Dan Bortolotti |November 29, 2013
Informed investors are easier to work with.
By Simon Parmar |November 28, 2013
Estate Planning
Here’s what to do when your client’s parents dies intestate
By John Lorinc |November 27, 2013
7 min read
Do you feel overwhelmed when looking at your to-do list? You’re not alone.
By Stephanie Holmes-Winton |November 27, 2013
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