Planning and Advice

Decorative pattern

Planning and Advice

What we can learn from brain science

We have all heard variations of the new shoe salesman story. The young salesman was frustrated because he wasn’t selling very many pairs of shoes. “I don’t know what I am doing wrong”, he lamented to an older colleague after a particularly frustrating day. “I must have served fifty different people today who all looked […]

By Barry LaValley |December 9, 2009

5 min read

Decorative pattern

Planning and Advice

Market numbers: December 3, 2009

The Toronto stock market headed for a positive opening Thursday amid solid earnings reports from the Canadian banking sector, a sign of increasing strength in the American financial sector and higher oil prices. The Canadian dollar moved up 0.08 of a cent to 95.3 cents US. U.S. futures also pointed to a higher open on […]

By Staff |December 3, 2009

3 min read

Decorative pattern

Planning and Advice

Cash (flow) is King

Managing client cash flow is an overlooked yet crucial part of financial planning that can help you drastically increase your practice’s revenues. A recent National Payroll Week Employee Survey suggests that over 59% of Canadian employees would have trouble making ends meet if their paycheque was delayed by even one week. Talk about improper planning, […]

By Robert Abboud |December 1, 2009

6 min read

Decorative pattern

Planning and Advice

Final Words: Advisors share their insights

In these Final Words, we feature some of the verbatim responses from our 2009 survey in which advisors talk about what it takes to explain compensation to clients, what topics the people they face across a desk every day are bringing up, and what they’re doing to prepare people for the transition into retirement. Compensation […]

By Philip Porado |December 1, 2009

4 min read