News and resources for Canada's top financial advisors
Planning and Advice
Your client doesn't have a clue what you’re talking about. What now?
By Dean DiSpalatro |September 4, 2013
3 min read
Christine LaLiberté, CIM, FCSI, is senior investment advisor, director, private client group at DundeeWealth (renamed HollisWealth as of November 2013). Her clients are mostly business owners, retirees or those nearing retirement. About 70% of her clients are between ages 55 and 70.
By Suzanne Sharma |September 4, 2013
5 min read
You’re stuck in a prospecting rut. One of your colleagues mentions she uses Twitter to get her name before the public, and credits her tweets with bringing her two new clients in the last month. You’ve been wary about entering the Twitterverse because you’ve little experience with social media. What should you talk about to gain clients and prove you’re an influencer? And what shouldn’t you tweet?
By Rosemary Smyth |September 4, 2013
Partner and Senior Financial Advisor, Dedicated Financial Solutions, Manulife Securities
By Kanupriya Vashisht |September 4, 2013
2 min read
Industry
The majority (82%) are content with their current lifestyles, and a third have too many activities and too little time, finds a study by BMO Financial Group.
By Staff, with files from The Canadian Press |September 3, 2013
1 min read
Vacations give you a chance to get away and recharge, but sometimes opportunity knocks.
By Bryce Sanders |September 3, 2013
It would be prudent to see a complete summary of Mike and Gary’s assets—it matters where their $3 million in RRSPs is invested because if it’s all in equities, that could fluctuate and they need to be comfortable with the fact that it could drop to $1.5 million.
By Lee Helkie |September 3, 2013
It might help to get some inspiration from pension funds—after all, a client’s retirement portfolio is just a type of personal pension plan designed to provide a lifetime of income.
By Dan Bortolotti |September 3, 2013
If you charge by the hour, provide an invoice to clients. Break down all charges. Here’s an example.
By Staff |September 1, 2013
Explain the types of financial services you provide to clients. Provide these details in an email, perhaps in a PDF attachment.
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