Planning and Advice

Decorative pattern

Planning and Advice

Big business needs extra care

Business owners account for a large percentage of high-net-worth clients. And advisors are in a unique position to help steer these exclusive clients to superior levels of success, says Jenifer Bartman, CA, CMC and founder and principal of Jenifer Bartman Business Advisory Services in St. Adolphe, MB. Most start-ups are, one way or another, family-run […]

By Philip Porado |March 1, 2010

5 min read

Decorative pattern

Planning and Advice

LaValley: Providing valuable retirement advice

Blog Polls Have your say in our forum . Not long ago, I was making a presentation on the role of a retirement advisor to a group of financial planners. In my audience were advisors with a wide range of academic credentials and experience. Our discussion focused on what a retirement advisor was supposed to […]

By Barry LaValley |February 25, 2010

6 min read

Decorative pattern

Planning and Advice

Garth, you don’t impress me much

A few weeks ago a client of mine asked me what I thought of Garth Turner. The truth is, I’m not sure I have much of an opinion. I’ve read some of his work before – a column here or a blog post there – but I’ve never delved into what he’s all about. So, […]

By Stephanie Holmes-Winton |February 22, 2010

4 min read

Decorative pattern

Planning and Advice

Bulloch: The impact of retirement

In some succession planning discussions I’ve had with advisors, I’ve heard the comment “Maybe I should sell my practice and just retire!” To that I always respond, “So, you really want to stop working?” “Well, no, not really! I’d just like to have more time to enjoy my life while remaining in the business,” is […]

By Allan Bulloch |February 22, 2010

3 min read