Planning and Advice

Celebrating Advice: Why I’m staying with my advisor

Finding that right fit, that right advisor takes time and effort but when things finally come together, the business relationship can become something mutually beneficial. Case or is that cases(?) in point… B.E. Simpson, president, Vesey’s Seeds Limited, York, Prince Edward Island Simpson’s advisor: Blair Corkum, Corkum & Associates We first worked with Blair when […]

By B.E. Simpson, Ted Barrett |September 1, 2009

4 min read

Planning and Advice

Teach clients’ kids about financial planning

When I was a teenager, my mother reluctantly told me her annual income, and how much she actually received in her bank account each month. She talked to me about income taxes and other deductions. Then she explained what a mortgage was and how long it would take her to pay off our house. That […]

By Stephanie Holmes-Winton |September 1, 2009

3 min read

Planning and Advice

Assigning jobs to retirement portfolios

Over the next few years, you’ll see a tidal wave of prospects looking to you for retirement solutions. Will your business sink under the weight of stale retirement concepts or will your book ride the retirement wave using innovative ideas and expert research? Some advisors may choose to retest their clients’ appetites for risk with […]

By Keith Pangretitsch |August 19, 2009

4 min read

Planning and Advice

How to really resonate with clients

Keep asking good questions that help your client move out of crystallized-thinking mode and into emotional contemplation. Try to understand life issues in discovery before starting your financial discovery. Try to understand life issues in discovery before starting your financial discovery. Keep asking good questions that help your client move out of crystallized-thinking mode and […]

By Barry LaValley |August 5, 2009

5 min read

Conservative investments guide this advisor’s choices

Laurie Rafter started her career when she was all of 19—an administrative assistant to the very first female licensed broker in Canada. By 24, she was a full-fledged broker, defying convention not only by being among the very few women who stepped onto the investment turf back in the early ’80s, but also one of […]

5 min read

Time to open up the NRD

About 10 years ago, when I still lived in the States, I got tired of a broker I’d been working with. He’d tried to argue with me about a couple of transactions I’d ordered: And seeing he was only registered as a BD and not an investment advisor, I concluded that wasn’t his job. Further, […]

3 min read

Upstart firm asks advisors for feedback

There are only a few new players in the Canadian mutual fund industry, and even fewer who’ve made an immediate impact. Since its inception—by a trio of former star fund managers—the industry has had its eye on upstart EdgePoint Investment Group. The firm’s founding partners and primary money managers, Tye Bousada and Geoff MacDonald, could […]

By Mark Noble |August 1, 2009

12 min read

Evolving client interactions

I was listening to some old U2 tracks and thinking how much their sound has changed over the years. This got me thinking about how some of my other favourite bands have evolved over time, to the point where their early work is almost unrecognizable from their current material. I then started to think about […]

4 min read

Getting your “Moxie”

If you look up the word “Moxie” in the dictionary, you will find it is a noun that means “energy, pep, courage, determination and know-how.” You can also see that the source of this word is the brand name of a soft drink. Have you ever heard of “Moxie” soda? We have all heard of […]

3 min read

The wealth advisor value proposition

“Because it’s YOUR money and it’s YOUR life.” “We help our clients understand the financial implications of the life decisions they make.” “We help our clients turn success into significance.” “We help our clients turn success into significance.” “We help our clients understand the financial implications of the life decisions they make.” “Because it’s YOUR […]

3 min read