Practice

Celebrating Advice: How to manage serious money

Profile of: Adrian Mastracci, R.F.P. Portfolio manager KCM Wealth Management Vancouver Years in the business: 35 About me My specialty is designing and managing “serious money” portfolios. My expertise coordinates client investment portfolios with their retirement aspirations, risk tolerances, estate planning, income tax and business planning strategies as required. How I work with clients I’m […]

By Adrian Mastracci, R.F.P. |September 1, 2009

4 min read

Investors need both a belt and suspenders

There’s not much new in the world of asset allocation despite the drubbing portfolios sustained last year. Many of the best and the brightest minds, and the most researched and supported techniques, failed to save Humpty Dumpty from shattering on impact. To be sure, diversification never seems to work when fear and flight take control […]

By Mark Yamada |September 1, 2009

5 min read

FaceOff: Advisor commissions debated

Welcome to FaceOff which features a discussion from two advisors on a hot-button topic. This month, we hear from opposite ends of the country about how advisors are paid and whether fees and commissions are scrutinized fairly. Originally moderated by Deanne Gage Participants: How they’re paid Brad Brain: In our practice, when it comes to […]

By Deanne Gage |September 1, 2009

6 min read

The product pusher, thankfully, won’t survive

I’m biased. I think most of the Canadian wealth management industry has got it backwards. Case in point, the financial regulators that inadvertently support the product pushers. They’re well meaning and do a pretty good job, but they regulate products instead of advice. There’s a different regulator for insurance, stocks, mutual funds, and for mortgages […]

By Ted Rechtshaffen |September 1, 2009

14 min read