Planning and Advice

Decorative pattern

Planning and Advice

Fostering teamwork

(February 2007) How strong is your team? It’s an important question — for those working with the high-net-worth population, a critical question. It’s not possible for a single professional to address the myriad financial challenges that a HNW client might conceivably encounter over the course of their lives. There simply isn’t enough time in the […]

By Thane Stenner, Rod Bower, Rory O'Connor |February 12, 2007

4 min read

Decorative pattern

Planning and Advice

Talking to clients: Leveraged investing

(February 2007) As the RRSP contribution deadline approaches, some clients might be considering options and strategies that include borrowing to invest. For some, the strategy works. For the right client, one with a steady cash flow that allows regular interest and principal payments, assets made available through a loan, properly invested, can increase wealth — […]

By Mark Noble |February 9, 2007

4 min read

Decorative pattern

Planning and Advice

Earn client confidence: an eight-point checklist

(February 2007) “If you have confidence in your lure, you will catch fish,” says one of the millionaires interviewed by Thomas J. Stanley in his book The Millionaire Mind. There’s wisdom for advisors in those words. When it comes right down to it, confidence is the key to success in this business. Everything you do […]

By Jeff Thorsteinson |February 5, 2007

4 min read

Decorative pattern

Planning and Advice

Talking to clients: Tax changes for 2006 & 2007

(January 2007) Are your clients paying the government too much tax? There is a good chance they are. According to a recent poll conducted by Environics Research Group for H&R Block Canada, more than half of Canadians are unaware of new tax credits made available in 2006. For example, less than 5% of Canadians surveyed […]

By Staff |January 25, 2007

3 min read