News and resources for Canada's top financial advisors
Planning and Advice
Mike Miltimore, 37, was literally made for the music business. “My dad needed a helper for his store, Lee’s Music, and nine months later, there I was—though not quite ready to do complicated guitar repairs,” he jokes. He now co-owns Lee’s Music, which caters to players of all levels, offers lessons and houses a full-service maintenance and repair shop.
By Dean DiSpalatro |June 4, 2013
6 min read
The new BlackBerry 10 (BB10) is different from Android and Apple smartphones. It’s an improvement on the old BlackBerry, but still equipped with what users know and love: tools to keep them organized and facilitate communication. Here are some of the new features.
By Kevin Cork |June 4, 2013
3 min read
About 85% of our portfolios comprise assets that generate cash through dividends, interest and rent—30% equities, 30%-to-40% fixed income, 15%-to-20% real estate. The balance typically goes to commodities, hedge funds and private equity.
By Kanupriya Vashisht |June 4, 2013
2 min read
Industry
Wellington Financial recently closed venture debt-financing deals with 2 tech companies.
By Staff |June 3, 2013
1 min read
Could Google overtake Apple as the most popular global app platform?
June 3, 2013
Estate Planning
Nigel Chamberlain (name changed) spent 35 years serving patients in his Calgary psychiatric practice and acting as an expert witness during court proceedings. But he’d neglected the investment side of his finances.
By Philip Porado |June 3, 2013
We specialize in the sale of privately owned companies and get a lot of interesting questions.
By Mark Groulx |June 3, 2013
You’ve got a young client who doesn’t meet your asset minimum. Here’s how to gently tell him he’s too small, while keeping the door open so he comes back when he’s built his wealth.
We've looked at 10 expressions you should never use with clients. Here are 10 more.
By Bryce Sanders |June 3, 2013
Tech stocks are making a comeback.
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