Practice

Compensation debate rages on

There are two opposing camps with respect to the compensation debate: Those who believe a fully transparent, fee-only model is the only path to professional respectability; and Those who see the current variety of compensation models as sufficient for the Canadian marketplace.

By Harper Fraze |November 1, 2010

6 min read

Industry

Follow the money, embrace social media

Mention social media to most advisors and they are more likely to think of their kids tweeting about the latest Justin Bieber track, rather than their high-net worth investors (HNWI). But the wealthy are more interested in social media than you might think. That wake up call came at the Strategy Institute’s 12th annual Marketing […]

By Vikram Barhat |October 27, 2010

3 min read

Planning and Advice

Be happy with what you’ve got

The perverse thing about living in a society that’s obsessed with keeping up with the Joneses is people are seldom satisfied. Fulfillment in life can come from any number of activities or pursuits. Many of them (watching your daughter progress as a pianist, running a marathon, staying married) relate back to things that money can’t […]

By John J. De Goey |October 27, 2010

3 min read

Planning and Advice

Immigrant nation: Working with new Canadians

Faith and finances Centennial launches Islamic finance course Opportunity abounds in Islamic market Immigrating can be taxingThere are a variety of income tax consequences associated with immigration to Canada. But with a little planning, tax savings can be had, both currently and in the future. More. The benefits of tax-informed trusts Americans in Canada: A […]

By Staff |October 22, 2010

4 min read

Now enrolling: Living in Retirement 101

It’s autumn and with the summer now in the rear view mirror, it’s time for many of us to re-focus and begin setting out plans for the busy months ahead. Interestingly, Fidelity’s research reveals that the summer is the most popular time for Canadians to retire, with one-third of people who retire in any given […]

By Peter Drake |October 18, 2010

7 min read

Perfect time for a fresh start

Autumn and finally being back to school. I really loved this time of year. I loved the new notebooks, pencils, school clothes and even the thought of getting back to work. For me, it still seems like even more of a fresh start than January 1. Those in the Jewish faith are familiar with this […]

2 min read

Debt dos and don’ts

Last week I received an email from an advisor out West. I actually had the pleasure of sitting down with her for a coffee back in April when I was on a speaking tour. She had read my latest article and was reaching out to say she agreed advisors do need training in order to […]

October 1, 2010

7 min read

Take her advice

A large percentage of women clients deliberately seek out women advisors when they’re looking for financial services. Results from our first-ever survey focusing on this demographic reveal 60% of the polled female advisors’ client base is made up of couples, while female clients, whether single, divorced or widowed, make up a full 25%. Considering female […]

By Nancy Turner |October 1, 2010

11 min read

Women’s numbers and voices

An interesting thing happened when we started crunching the numbers from our 2008 Annual Dollars & Sense Survey. That survey, which delved deeply into client life stages, found a large percentage of older women clients (people who were widowed or had experienced late-life divorce) had chosen female advisors. Those numbers were corroborated by comments from […]

By Nancy Turner |October 1, 2010

4 min read