News and resources for Canada's top financial advisors
Planning and Advice
At age 65, Janet uses some of her RRSP to buy an Annuity. She uses the fixed Annuity income to pay for essentials like housing, food and bills. This gives her peace of mind knowing regular payments will always be there for the basics, just like a pension. At age 65, Janet uses some of […]
By Staff |December 4, 2002
3 min read
By the age of 21, Frank Abagnale had already amassed an impressive list of employment credentials for his resume. Among his past positions: airline pilot, doctor, lawyer and university professor. Not bad for a high school dropout with no legitimate qualifications in any of those fields. In reality, his true talents lay in forgery and […]
By Staff |December 2, 2002
1 min read
Research released last year indicated that adopting a common currency would increase GDP by 37%. But noted economist, author and National Post columnist William Watson says that talk of the "amero" is not just dreaming in Technicolor, it’s "dreaming in three dimensions, with Surround Sound". For the full story, read William Watson to Canadians: Don’t […]
Untitled Document Grow your business by growing your network. TD Mutual Funds offers you an article that can show you how to become a one-stop shop for your clients to generate more business. Download Become a One-Stop Shop now. Visit TD Mutual Funds for more great content to help build your business. November 2002
By Staff |November 28, 2002
(November 2002) The old adage “it’s better to give than receive” is true, but before you start ordering this season’s gifts for your clients, you should think about why you are sending them. Perhaps you distribute gifts to thank people for being your clients and supporting you over the year. Maybe you’re just celebrating the […]
By Martin R. Baird |November 27, 2002
4 min read
(November 2002) Finding unique gifts that make you stand out in the mind of your clients has been made easy, thanks to Advisor.ca’s holiday gift giving guide. Read on for some unusual yet thoughtful presents from Canadian Web sites that you can send to your client base or centres of influence this December. For the […]
By Wendi Phillips |November 27, 2002
a $30,000 fine a $30,000 fine a two-month suspension close supervision for six months Offence C: a $40,000 fine a two-month suspension The advisor may end up with a $110,000 fine, a six-month suspension and close supervision for six months when he returns to the firm, after he completes the CPH. Is this a sufficient […]
By Ellen J. Bessner |November 23, 2002
An ounce of prevention might be worth a pound of cure, but don’t tell that to pharmaceutical sector investors. Now that this group is beginning to recover from a steady string of market declines in the first half of the year, investors are eager to scoop up bargains. Why the change in sentiment? It all […]
By Staff |November 19, 2002
2 min read
Today’s new breed of advisor recognizes that the nature of the advisor-client relationship has changed, with discussions shifting from investment markets, products and performance toward life goal-setting, protecting the client’s future and life enjoyment. Over the course of the next couple of months, we will take a step-by-step look at ideas you can use to […]
By Barry LaValley |November 18, 2002
7 min read
Untitled Document Offering extra retirement savings plans can benefit both, but it pays to choose wisely. Company owners who need to attract and retain high-level people may be asking you how they can supplement their employees’ retirement income beyond RRSPs and pensions. There are several ways to do this, each with specific consequences for both […]
By Sun Life |October 8, 2002
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