Practice

Planning and Advice

Help newcomers file their taxes

Clients who are just starting to set down roots in Canada may not think they have to file taxes, but they're mistaken.

By Staff |March 16, 2016

1 min read

Planning and Advice

OAS eligibility to go back to 65. What this means for clients

The change would send advisors back to the drawing board.

March 14, 2016

5 min read

Estate Planning

Financial planners can help craft better divorce settlements

Advisors are often a critically important part of divorce settlements, complementing the skills of attorneys.

By Nathalie Boutet |March 11, 2016

3 min read

Planning and Advice

How outsourcing investment management will improve your practice

How much of your day is spent on administrative tasks, portfolio management, market analysis, trading, and compliance?

By Christopher Ambridge |March 9, 2016

3 min read

How do you talk about performance?

Q: How do you talk about performance without committing yourself to future results? Reg Jackson portfolio manager, JMRD Wealth Management at National Bank Financial, London, Ont. Our team has three main objectives for all clients: Benchmarks are useful to provide a comparison; however, what happens if the benchmark is down 20% and your client is […]

March 4, 2016

2 min read

How to turn down a wealthy prospect

The advisor Amy Dietz-Graham is an investment advisor at BMO Nesbitt Burns in Toronto. She has worked there since 2007. She’s IIROC-registered, insurance- and options-licensed, and also has her CIM. The challenge Declining a wealthy prospect. How she got started At age 11, Dietz-Graham started sitting in on meetings between her dad and his advisor. […]

By Katie Keir |March 4, 2016

4 min read

Client confidential: David and Marijane Smith

David and Marijane Smith Occupations entrepreneur (David); realtor, Newport Realty (Marijane) City Victoria, B.C. Age 57 (David); 61 (Marijane) I’ve been investing for: 15 years for David, 20 for Marijane Retirement details: David’s in his first year of retirement. Marijane has no firm plans to retire. Investable assets: $500,000 to $750,000 How long we’ve had […]

March 4, 2016

3 min read

Practice

Help newcomers file their taxes

OAS eligibility to go back to 65. What this means for clients

Financial planners can help craft better divorce settlements

How outsourcing investment management will improve your practice

How do you talk about performance?

What 30-somethings expect from their advisors

Lessons from family offices

Put your client relationships into high gear

How to turn down a wealthy prospect

Client confidential: David and Marijane Smith