Practice

Client confidential: Blair A.

Occupation IT professional City Kanata, Ont. Age 57 I’ve been investing: Since 1982 I plan to retire: Ideally, in three years Investable assets: $915,000 ($610K in RRSPs, $250K in gold and silver bullion, $55K in silver and gold stocks) plus primary residence valued at approximately $425,000 I’ve had an advisor for: 15 years In and […]

By Susan Goldberg |April 13, 2017

2 min read

What sixtysomethings expect from their advisors

Client expectation: Why would I use an advisor? Are they worth their fees, or are they simply shills for the market? – William Beach, 65, triple dipper (pension, OAS and CPP), grandfather extraordinaire, Edmonton Advisor solution: Terry Ritchie director of cross-border wealth services at Cardinal Point Capital Management, Calgary Investors with advisors report greater confidence, […]

April 13, 2017

4 min read

Time for advisors and robos to declare a truce

After all, research reveals investors want hybrid services

By Staff |April 12, 2017

2 min read

Advise clients wanting to join boards

Helen Lee* has been asked to be a director of Wynn Energy, a publicly traded company based in Ontario that generates and sells wind power. While she’s an energy expert, Helen has never been a director on a public board. She currently holds more than $500,000 in investments in other energy companies (mostly oil) and […]

By Allan Tong |April 10, 2017

6 min read