Practice

Planning and Advice

Client gifts they’ll savour

At special times of the year, advisors want to thank clients for their business.

By Lisa MacColl |April 2, 2013

2 min read

Planning and Advice

My Best Event: Family movie day

Financial professionals strive to give clients the big picture. Frank and Derrick Ortencio of Toronto took that literally, treating clients and their guests to a 3D release on the big screen at their annual Family Movie Day.

By Stuart Foxman |April 2, 2013

2 min read

Planning and Advice

Advisor confidential | Kevin Hegedus

We’re active managers. We use fixed income, ETFs, ETNs, individual securities and mutual funds with hard-to-duplicate strategies.

By Kanupriya Vashisht |April 2, 2013

2 min read

Industry

Canadian social security appeal tribunals merged

In the past, appeals over social security funding were divided between four separate tribunals.

By Staff |April 1, 2013

1 min read

Industry

Is retirement planning a waste of time?

A year ago, I outlined in my piece why the retirement planning process should begin immediately after the rush of RRSP season. This column should be considered as a companion piece.

By Peter Drake |April 1, 2013

4 min read

Planning and Advice

8 steps to top search results

The internet is often the first place clients go to look for you.

By Jay Palter |April 1, 2013

2 min read

Industry

How does infertility impact finances?

One in six Canadian couples experience infertility, according to the Canadian Fertility and Andrology Society. And for many, it’s a surprise, so they don’t have much time to find the cash.

By Rayann Huang |April 1, 2013

4 min read

Industry

Expert argues boomers ready to retire

It may not have been what you would expect from a discussion panel entitled Influencing the Need for Retirement Savings, but one human resource expert says we already save too much for retirement.

By Mark Noble |April 1, 2013

3 min read

Industry

Send prospects the right signals

Day-to-day scenarios offer opportunities to showcase your op-notch services.

By Bryce Sanders |April 1, 2013

3 min read

Industry

How to protect emergency savings

Set aside three years’ worth of retirement income to provide clients with a buffer during market crashes. These funds are separate from what resides in their investment portfolios (normally comprised of stocks, bonds or mutual funds).

By Christopher Mason |March 28, 2013

1 min read

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