Calming HNW clients during de-accumulation
Jason Pereira, partner and senior financial consultant with Bennett March in Toronto, explains how to calm the worries of HNW clients during the de-accumulation phase of retirement. He shares his experience on risk, estate planning, income streaming and best practices for clients. Pereira spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
Client events raise $15,000 for Canadian Cancer Society
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The perils of fragmentation for HNW clients
Joanne Swystun and Michael Nairne, co-founders of Tacita Capital in Toronto, explain how HNW investo...
Five steps to a successful partnership with clients
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Segment clients and maximize results with CRM software
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Strong website delivers two new clients per month
Rona Birenbaum, financial planner with Caring for Clients in Toronto, associated with Queensbury Str...
Get your firm featured on the news
Clay Gillespie, managing director at Rogers Group Financial in Vancouver, explains how your firm can...
Engage clients with daily blogging
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Five musts for successful educational seminars
Mark Chabot, vice president, TD-Waterhouse Private Investment Advice in Burlington, Ont., discusses ...
The client never goes to voicemail
Rob Krizmanich, senior vice president with National Bank Financial in Toronto, discusses their compa...