News and resources for Canada's top financial advisors
Industry
The world's most popular social network has filed for an IPO of $5 billion, launching the process for its highly anticipated stock market debut.
February 2, 2012
1 min read
Planning and Advice
Appropriate insurance can buffer your business against certain unforeseen risks. Unlike insuring a house or an automobile, insuring a business requires a more holistic approach.
By Tyrone Matheson |February 1, 2012
3 min read
Overconfidence can breed a tendency to diversify less and trade more aggressively, which creates challenges if you’re their advisor.
By Simon Gervais as told to Brynna Leslie |February 1, 2012
In one meeting you may be serving the CEO of a Fortune 500 company; in the next, someone who’s won a lottery, and has never invested before. So [present] information each would find useful.
By Kanupriya Vashisht |February 1, 2012
2 min read
The idea that we are but a few links away from everyone else forms the whole basis of networking. In fact, the professional website LinkedIn is hinged on this very concept.
By Natalie Jamison |February 1, 2012
The definition of capable differs from province to province. Having capacity to manage a stock portfolio is a decision for the client to make along with his power of attorney and a qualified third party (usually a healthcare provider). You must always assume clients are capable of making a decision.
February 1, 2012
Your business-owner clients may be at risk. Instances of fraud and misconduct happen in every industry or business sector. Many perpetrators target professional practices, particularly dental offices.
By Calvin Carpenter & Greg Draper |February 1, 2012
5 min read
Provincial coverage varies. In Ontario, for example, the province covers 75% of significant equipment costs, which could include wheelchairs, orthopaedic braces and breathing aids.
By Christopher Mason |February 1, 2012
6 min read
Buying antique furniture offers the twin benefits of enjoying both fine craftsmanship and value appreciation.
By Vikram Barhat |February 1, 2012
Relying solely on risk-tolerance questionnaires to assess clients is wrong, Tom Idzorek of Morningstar told the New York Consultants Conference, hosted by the Investment Management Consultants Association (IMCA) earlier this week.
By Melissa Shin |February 1, 2012
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.