News and resources for Canada's top financial advisors
Planning and Advice
Let’s set the scene: You’re at an industry gathering, the wine flowing freely, when another advisor boasts about getting his most conservative clients into a portfolio of emerging market equities. Or maybe you’re walking past your colleague’s open office door, on your way to a client meeting, when you overhear her placing an order you’re […]
By Alison MacAlpine |December 24, 2010
8 min read
For all the knowledge and savvy needed to climb the corporate ladder, it’s a hard truth that work ethic is often judged by attire. A woman could spend weeks preparing a top notch presentation for colleagues, but if her appearance is lacklustre – or even sloppy – it will degrade her work in others’ eyes.
By Kate Kennedy |December 23, 2010
3 min read
Wondering how to best manage your team or grow your client list? Not sure how to deal with a particular client? If these questions are on your mind, reach out to Advisor.ca and our columnist, Joanne Ferguson.
By Joanne Ferguson |December 21, 2010
5 min read
At the risk of saying I told you so…I told you so!
By Stephanie Holmes-Winton |December 16, 2010
4 min read
Industry
Philanthropic activity in Canada is in top gear. As the season for charitable giving draws to an end, with December 31 being the deadline for a 2010 tax receipt, Canadians are looking for ways to keep the tax man's hand out of their pocket. Charitable giving as a tax-reduction strategy is one of them.
By Vikram Barhat |December 15, 2010
Mark Armstrong, the vice president, investment advisor at Richardson GMP, Saskatoon and Richard Knowles, financial planner, R. Knowles & Associates, Vancouver, join the Advisor Group to debate the practice of shorting stock.
6 min read
When it comes to the business of advising, trust is arguably the most important factor in your success.
By Jay Palter |December 14, 2010
Greed, in the context of the world economy, was a prominent topic of discussion leading up to 2008. Today though, after the crash, greed has been replaced by fear. From bad debt and lower consumer spending to falling home prices and high unemployment in the U.S., Europe and Japan, we’re paying the price for our […]
By David Sung |December 13, 2010
Advisors love their technology so in the final article of our three part series, we’ll share 3 more pieces of technology that help us service our clients.
By Mathieu Paradis |December 10, 2010
Jim Hall, the winner of the Morningstar Equity Fund Manager of the Year award at the Canadian Investment Awards, says a simple Mawer billboard slogan pretty much sums up his success in and approach to the advisor business.
By Neil Faba |December 3, 2010
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