Planning and Advice

Decorative pattern

Planning and Advice

Female investors also act as household CFOs, finds survey

Among Canadian women who hold investments, almost all (92%) say they’re either the primary or joint financial decision-makers in their households, finds a poll by CIBC. Further, more than half (54%) say they feel confident about investing. So far, so good. But what if that confidence is erroneously grounded in portfolios that are too conservative? […]

By Staff |March 13, 2017

2 min read

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Planning and Advice

How to serve trans clients

You can grow your practice by serving trans clients. There are an estimated 180,000 trans Canadians. Trans people come from all classes and walks of life. They live in big cities and small. They have aspirations both grand and mundane, and they deserve financial advice from professionals who will treat them with understanding and respect. […]

By Jessica Bruno |March 10, 2017

11 min read

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Planning and Advice

How to switch firms and thrive

If you didn’t switch firms last year you probably know someone who did

By Melissa Shin |March 10, 2017

3 min read

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Planning and Advice

What do you do to make fees more transparent?

Jane Alm senior investment advisor, National Bank Financial in Edmonton We carefully explain fees—for management expense ratios (MERs), advice and transactions—in both percentages and dollar amounts. If a client is on a transactional account, we explain costs before the transaction occurs, because that sometimes changes the client’s buy strategy. When clients see dollar amounts, they […]

March 10, 2017

2 min read