Planning and Advice

Decorative pattern

Planning and Advice

What a difference 5 years make: Gaining perspective makes us humbler and wiser

(September 22, 2003) The NASDAQ index’s return between September 2002 and June 2003: 41.9%. A pretty big number, right? The S&P/TSX index turned in 13.3% and the S&P 500 index, 20.9% (all data in local currency) — equally impressive. It’s enough to push certain analysts into thinking that this rally has overshot and a correction […]

By Pierre Saint-Laurent |September 22, 2003

3 min read

Decorative pattern

Planning and Advice

Timely template letter: Back to school, forward to RESP savings

(September 2003) A recent Statistics Canada survey showed that nearly 90% of Canadians want their children to attend university or college. Unfortunately, the same survey showed that only 40% of parents have actually started setting money aside for post-secondary education (a recent Ipsos-Reid poll conducted for Scotiabank had similar findings). Use this customizable template letter […]

By Staff |September 12, 2003

2 min read

Decorative pattern

Planning and Advice

What the wealthy want

(September 12, 2003) When Advisor’s Edge first appeared back in 1998, there really wasn’t a high-net-worth (HNW) market as such. Oh sure, there were wealthy people. And yes, there were professionals who served them. But they did so largely under a veil of secrecy — in private banking offices and boutique firms. The result was […]

By Thane Stenner |September 12, 2003

3 min read

Decorative pattern

Planning and Advice

How to really get an accountant’s attention and put your practice over the top

(August 19, 2003) Here’s the problem: In the race for the high net worth, advisors are all pursuing the same prospects. Some advisors have found a viable solution by re-tooling their practices and tweaking their marketing campaigns to include private dinner parties, exclusive meetings with clients and money managers, and high-end golf trips — all […]

By Kurt Rosentreter |August 19, 2003

5 min read