Planning and Advice

Decorative pattern

Planning and Advice

Cover Your Assets in three easy steps

I recently read an article about a Canadian Web site to help investors pursue their financial advisors for their investment losses. So I visited the site and, incredibly, its author had listed 156 separate grounds for a complaint. 156! Despite the site’s amateurish design, advisors need to pay attention to the key message: Clients are […]

By Harper Fraze |October 1, 2009

4 min read

Decorative pattern

Planning and Advice

Rule change makes it easier to control debt

There hasn’t been a lot of positive financial news lately; so advisors with clients who have lost a business or a job, or are dealing with other serious money challenges should know that a valuable debt solution became more widely available last month. People struggling to resolve debt have a number of options, including consolidation […]

By Brian Pritchard |October 1, 2009

3 min read

Decorative pattern

Planning and Advice

Providing holistic advice requires coupling of skill sets

Every successful company has a CEO who provides leadership, direction and coordination to the overall business. And that CEO is usually supported by a strong team of executives with distinctive skills, who work closely to build the business. Imagine the mess if there were no direction or coordination, and if each member of the team […]

By Tom McCullough |October 1, 2009

3 min read

Decorative pattern

Planning and Advice

New ways to help divorcing couples

Doreen Gardner Brown, BHEc, CFP, AFC Fee-only financial planner Gardner Brown Consulting Inc. Vancouver Years in the business: 20 About me I’ve been doing collaborative practice since 2002. It’s an alternative to how couples divorce. I’m attracted to collaborative practice because I can see it is a better process for divorcing couples to continue to […]

By Doreen Gardner Brown, BHEc, CFP, AFC |October 1, 2009

4 min read