Practice

Decorative pattern

Planning and Advice

Tech every advisor needs – Part 1

There are a few pieces of technology I just can’t live without when conducting business – and surprisingly a Blackberry doesn’t make the list. These seven pieces of technology have changed how we do business so significantly that we can’t live without them. Each bit of technology has already paid for itself many times over. […]

By Mathieu Paradis |August 24, 2010

4 min read

Decorative pattern

Planning and Advice

Of horses and regulators

Isn’t it interesting how some of the best life lessons we can ever learn come from animals? Ok, I’m a bit fanatical about animals and my bond with horses in particular is one of the great sustaining truths in my life but the analogies between training a horse and dealing with a regulator are really […]

By Stephanie A. McManus |August 19, 2010

4 min read

Decorative pattern

Planning and Advice

Gift giving: The thought, timing matters

Sure, advisors take care of financial matters for their clients but there’s a personal side to the advisory business that should be nurtured as seriously and conscientiously as any investment portfolio. Fostering a deeper connection between broker and client creates a sense of interpersonal obligation that has become essential to client retention. Most advisors already […]

By Laura Curtis Ferrera |August 16, 2010

3 min read

Decorative pattern

Planning and Advice

Retiring before your mortgage

What do you do when your client enters retirement with a mortgage or other debt? It happens all the time. In fact, the stats show us that 40% of Canadians are retiring with debt and some are even accruing debt in retirement. At this point it’s too late to avoid retiring with debt, so what […]

By Stephanie Holmes-Winton |August 11, 2010

6 min read

Decorative pattern

Planning and Advice

Be your clients’ best info source

As concerns about the European debt crisis continue and as signs emerge that the economic recovery is slowing, it’s a good time to think about how your clients might be reacting to what they are hearing and seeing and what you can do to give them some perspective. You can do this by helping them […]

By Peter Drake |August 10, 2010

6 min read

Decorative pattern

Planning and Advice

The better business model

I was at a conference recently and I bumped into my old friend Ellen Bessner, author of “Advisor at Risk”. We began chatting about the business. Even though we generally agree on the ‘lay of the land’, we had an interesting discussion about business models. Specifically, we were wondering if an asset-based fee or a […]

By John J. De Goey |August 5, 2010

4 min read

Decorative pattern

Planning and Advice

Unlocking wealth for business owners

While many business owners have generated significant wealth, their investments are often inaccessible – locked up in their corporation for tax-planning purposes. At some point, however, the business owner may want to liberate those assets, and how he or she does so will significantly impact after-tax cash flow. Most of the clients we see have […]

By Mike George |August 1, 2010

4 min read

Decorative pattern

Planning and Advice

Ask them yourself!

I get so excited when I get such a positive response from so many of you who have been reading my column, here on Advisor.ca. So I wanted to say “thank you”. I know so many are listening and preparing for change, if you aren’t down that road already. The last article I wrote attracted […]

By Stephanie Holmes-Winton |July 29, 2010

5 min read

Decorative pattern

Planning and Advice

Some rules aren’t meant to be broken

If someone asked me to come up with the two defining characteristics of financial markets, my answer would be “opportunity” and “risk”. The opportunity to make a good return on an investment and the risk that an investment will diminish in value. Both have been well-illustrated in the past three years. Unchecked, opportunity and risk […]

By Peter Drake |July 12, 2010

6 min read

Decorative pattern

Planning and Advice

80% say “Help Me!”

On May 20th, Manulife Bank released the results of a survey: http://www.bit.ly/cIqjiX. You may have read about it. The results show that over 80% of Canadians rank becoming debt free as a top financial priority. Even with all the volatility we live in today, debt is still keeping our clients – and maybe even us […]

By Stephanie Holmes-Winton |July 2, 2010

4 min read

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