Practice

Get Ready for 2010

It is that time of year again. That time when advisors should start thinking about planning for next year and putting together a written business plan. Well, at least you think that would be the case. Amazingly enough, many advisors do not do so. Various studies have pegged the number with a plan ranging from […]

By April-Lynn Levitt, Juli Leith |November 25, 2009

3 min read

To Clients: Tax deadlines are looming

(November 2009) Clients are often busy shopping for holiday gifts in December, so why not send them a letter reminding them that buying presents isn’t the only thing they need to do by the end of the year. This template letter explains to clients a few of the tax-related things they need to do before […]

By Staff |November 17, 2009

2 min read

Beyond asset allocation

Historically, advisors have accepted the strategy of asset allocation as a great way to protect clients from risk while maximizing their potential returns over time. However, 2008 proved to us that no matter how well assets were allocated or diversified, this strategy just wasn’t enough to protect a lot of investors from the thrill ride […]

By Stephanie Holmes-Winton |November 12, 2009

4 min read

Celebrating Advice: The Bag Lady of Bay Street

Profile : Sandra Pierce Senior vice-president and investment advisor The Fox Pierce Segal Group Blackmont Capital Toronto Years in the business: 25 About me I help clients express their financial fears or concerns and educate them about the issues and solutions available. How I work with clients We definitely attract clients like us—very sensitive, thoughtful, […]

By Sandra Pierce |November 10, 2009

4 min read