News and resources for Canada's top financial advisors
Planning and Advice
The paths women take to success in the advisory business are as diverse as the individuals themselves. Striking the right balance between work and family life is hard, but not impossible. The women we spoke with consistently praised the flexibility of the financial industry—noting its client-centric nature lets them break free of rigid working hours, […]
By Deanne Gage |May 1, 2009
11 min read
Statistics Canada tells us 37.7% of all Canadian marriages will end in a divorce before the 30th anniversary. And divorce before age 30 is becoming so common that it’s creating a demographic phenomenon: The starter marriage. Going through separation can be diffi cult at any time. It’s complicated by the fact that the Divorce Act, […]
By Patricia Bond and Erika Penner |May 1, 2009
7 min read
For the past 50 years, the power and consistency of the feminist movement has created ideal conditions for the emergence of women in the advice channel who truly understand the importance of financial independence and value its attainment. And, no surprise, these women clients seek both like and like-minded financial professionals to guide them toward […]
By Donna Kerry |May 1, 2009
2 min read
Failure, it is said, is of uncertain paternity, while victory has many parents. In the midst of a severe financial crisis, blame seeks a ready target. And yet, every financial crisis has a pattern that unfolds with predictable excesses, villains and scapegoats. If you canvass people who are distant from financial services, invariably they will […]
By Scot Blythe |April 29, 2009
3 min read
There’s a particular advisor I’ll always remember. He said to me: “Keith, I tell every client the same story, and I want to share it with you.” He held up his right hand and asked me to pick a finger. Confused, I looked at him but decided to play along, hoping he wouldn’t ask me […]
By Keith Pangretitsch |April 16, 2009
4 min read
An advisor friend of mine decided not long ago that he was no longer going to sit back and feel paralyzed by the markets. His firm put out a “buy” list of companies that were trading at exceptional values, and he felt that he could generate some activity by phoning all of his clients to […]
By Barry LaValley |April 16, 2009
5 min read
The Know Your Client (KYC) process is commonly misunderstood. In general, the misunderstanding is born of the financial advisory and planning services’ history of being purely sales driven before it turned into a true profession. The misunderstanding is easily corrected, and should be, since correction is likely to result in more effective client communications, improved […]
By Harold Geller |April 7, 2009
6 min read
It’s pretty hard to avoid financial market and economic news these days. Financial news is everywhere — radio, television, print, web — often appearing in articles and news broadcasts that might normally be reserved for other topics. Today, your clients are hearing, seeing, reading and surfing for more financial news than they ever have before. […]
By Peter Drake |April 7, 2009
Income planning has long been regarded as the dull cousin of accumulation. The ups and downs of the markets are always the talk of mainstream media, while people scratch their heads when the discussion changes to GICs or annuities. “Income planning is just not something that has captured the imagination of the public,” explains Michael […]
By Deanne Gage |April 6, 2009
I know a few financial advisors who are transitioning their practices to an advice-first approach. One elected to make the change because she felt she would earn more money in the long run. Another believes he will be able to do a better job for his clients, which in turn will make it easier for […]
By John Page |April 2, 2009
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