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- Video - Winning Strategies
Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year
Chris Karram, co-founder and advisor at SAFEBRIDGE Financial Group, describes how he started from scratch at 22 and catapulted into the top 1% of Clarica advisors in his first year. He shares his networking and relationship building tips. Karram spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto. - Video - Winning Strategies
Nairne: Winning tax strategies for high net worth clients
Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize tax strategies and minimize capital gains tax losses for high net worth clients. Nairne spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto. - Video - Winning Strategies
Planner uses patience and metaphor to help clients transition to retirement
Theresa Tosh, an advisor with TD Waterhouse Private Investment Advice in Toronto, describes her practice, which focuses on retirees and near-retirees. She discusses the metaphor she gives to clients to explain the transition from growing assets to de-accumulation. She spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre. - Video - Winning Strategies
Rosentreter: Writing emails that engage prospects
Kurt Rosentreter, an advisor with Manulife Securities Inc. in Toronto, describes his business and how he engages prospects via email. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre. - Video - Winning Strategies
Advisor describes his part in a successful succession deal
Peter Bailey, an advisor with Worldsource Financial Management Inc., describes how he entered the industry by buying a business from an advisor after a succession period. He spoke with Dan Richards of clientinsights.com. - Video - Winning Strategies
Six partners use team approach to serve clients better
Christopher Annett, partner and vice president, business development for Century Group Financial Solutions Inc. in Waterloo, Ont. describes how the firm’s six partners use their specialized product knowledge to deliver added benefits to each partner’s clients. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre. - Video - Winning Strategies
Three “buckets” to keep your clients focused on retirement planning
Brett Strano, an advisor with Edward Jones in Mississauga, Ont., talks about keeping clients on track with their retirement strategies even during stormy times. Strano discusses three “buckets” for retirement planning in the short and long term, focusing on “need to haves”, “nice to haves” and “never haves”. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre. - Video - Winning Strategies
Tax effectiveness, team work and philanthropy key to building success with entrepreneurs
John Horwood, director, wealth management at Richardson GMP Ltd. in Toronto, discusses tax efficient strategies for successful entrepreneurs and how strategic philanthropy can leverage tax rules to achieve remarkable charitable results. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre. - Video - Winning Strategies
Planning for entrepreneurs and their families
Dean Taylor, a financial advisor with Assante Capital Management in Collingwood, Ont., has grown his practice by focusing on financial, tax and estate planning for entrepreneurs and their families. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto. - Video - Winning Strategies
Team focuses on financial planning for physicians
Elizabeth Harding and Diana Orlic, investment specialists with Macquarie Private Wealth in Burlington, Ont., are part of a three-member team that specializes in planning for medical professionals. They discuss how their team’s focus came about, the impact of incorporation on a physician’s financial affairs, and the team’s referral relationships with accountants. They spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.