Multimedia Centre

Ex pro hockey player focuses on tax saving strategies for HNW clients

2012-05-17T15:00:00Z

In part 11 of this 12-part series, former professional hockey player Brian Scott, principal advisor and owner of Scott Insurance in Toronto, describes how repetition and focus keeps him at the top of his game of providing tax saving strategies for high net worth clients like entrepreneurs, senior executives and professional athletes. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.

Two-way communication with regulators requires transparency

2012-04-30T15:20:00Z

In part 5 of this series, Ellen Bessner, a litigation partner at Cassels Brock & Blackwell LLP, discusses her experience with regulators when defending her clients. She says regulators ought to be more transparent with enforcement notices and share information with the advisors, dealers and issuers under investigation. She spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto.

2012 CIFPs conference preview

2012-05-16T22:40:00Z

Keith Costello, president and CEO of the Canadian Institute of Financial Planners, discusses the upcoming 2012 CIFPs conference May 27 to 30 in Vancouver. He gives a preview of conference highlights including economic forecasts, pension system changes, social investing, and this year’s case study. He spoke with Paula Virany, multimedia editor, Investment Executive, at the TMX Broadcast Centre in Toronto. For more information, visit https://www.cifps.ca

Fehr: Encourage clients to stay invested in times of pullback

2012-05-16T11:00:00Z

Craig Fehr, Canadian market strategist for Edward Jones, says market pullbacks caused by concerns over European debt crisis and slow down of European and emerging economies should not be a reason for clients to flee global markets. He explains how advisors can help their clients manage their portfolios to maneuver market swings and benefit from long-term growth opportunity. He spoke at the TMX Broadcast Centre in Toronto.

Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year

2012-05-15T12:00:00Z

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.

Modi describes Macquarie’s move into social media

2011-03-08T21:48:00Z

Silu Modi, VP, digital marketing at Macquarie Private Wealth Inc. describes the firm's approach to developing a social media policy for advisors, industry regulation and the opportunity and training in the medium. He spoke at the TMX Broadcast Centre in Toronto. Produced by Clare O'Hara and Gavin Adamson.

Nairne: Winning tax strategies for high net worth clients

2012-05-08T12:00:00Z

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.

Using social media to strengthen client relationships

2012-05-14T11:00:00Z

Asif Nasim, managing director, Wickware Communications, talks about how to leverage social media to increase your community, referrals and public profile, while staying firmly within compliance procedures. Nasim spoke with Investment Executive reporter Fiona Collie, at the TMX Broadcast Centre in Toronto.

De Souza: Prospecting your way to success

2012-05-10T12:30:00Z

In part 10 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., tells how he stayed at the Million Dollar Round Table for over two decades. He talks about his prospecting techniques, the reasons he loves this business and the structures that need to be put in place to achieve powerful succession strategies. De Souza spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.

Tobacco companies offer healthy dividend growth, Trimark manager says

2012-05-01T18:00:00Z

Darren McKiernan, vice president of Invesco Canada Ltd. and portfolio manager for Trimark Global Dividend Class, explains why dividend-paying tobacco shares present an attractive investment opportunity and how his dividend fund takes advantage of economic growth in emerging markets. He spoke at the TMX Broadcast Centre in Toronto.

Key themes of the 2012 Brokerage Report Card

2012-04-30T18:30:00Z

Pablo Fuchs, senior editor of Investment Executive, and Olivia Li, staff writer, discuss the results of the 2012 survey. Bigger books of business and improved advisor compensation haven’t translated into better ratings for dealers. The verdict: Firms still have some work to do. They spoke at the TSX Broadcast Centre in Toronto.

A caregiving plan for sandwich generation clients

2012-04-27T18:30:00Z

Jason Round, head of financial planning support, RBC Financial Planning, discusses how an advisor can develop a caregiving plan that can help boomer clients cope with the financial and emotional aspects of caring for aging parents. He spoke with Investment Executive staff writer Olivia Li at the TMX Broadcast Centre in Toronto.

Be transparent with your compliance officer

2012-04-23T01:15:00Z

In part 4 of this series, Ellen Bessner, a litigation partner at Cassels, Brock and Blackwell LLP, argues that advisors shouldn’t hide from their compliance departments. She spoke at TMX Broadcast Centre in Toronto.

Can’t see through a product? Don’t sell it

2012-04-17T12:00:00Z

In part 3 of this series, Ellen Bessner, a litigation partner with Cassels, Brock and Blackwell LLP, discusses how advisors can be transparent about the products they sell. She argues that if manufacturers can’t describe products in a way that advisors can understand, then clients should not own them. She spoke at the TMX Broadcast Centre in Toronto.

Transitioning your book to fewer clients

2011-10-04T04:35:00Z

Les McDermott, an advisor with Assante Wealth Management (Canada) Ltd. in Sarnia, Ont., discusses why the made the decision to drop to 100 clients from 500 and the effect it had on his practice. He spoke with Dan Richards of clientinsights.ca at the Sheraton in Ottawa.

Hallett: Is your client's income sustainable? Do the math

2011-08-31T19:17:00Z

Dan Hallett, VP and director of asset management at HighView Financial Group, describes the theory and math behind determining if a product’s income distribution is sustainable. He spoke at HighView’s office in Oakville, Ont.

Golombek: Tax reminders for parents and children

2011-04-13T13:01:00Z

Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, describes several tax measures for children and their parents including income splitting. He spoke at CIBC's head office in Toronto.

Canadian strategist: Risk to bonds, domestic stocks

2011-03-29T14:16:00Z

Kate Warne, Canadian market strategist for Edward Jones, discusses her recent report on the outlook for Canadian interest rates, bond and stock markets and argues that investors here need to diversify globally. She spoke at the TMX Broadcast Centre.

A business valuator's approach to mining, energy investment

2011-02-11T21:39:00Z

Ian Campbell, founder of Campbell Valuation Partners Ltd. and owner of stockresearchportal.com, describes his approach to investing in oil and gas and mining stocks. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre in Toronto.

Foot: Most boomers asset rich, not overly indebted

2011-02-01T14:22:00Z

Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry and to how advisors conduct their business. David Foot, author of Boom, Bust and Echo and Professor Emeritus at the University of Toronto, describes how financial markets may react when boomers begin drawing down retirement income.

Hallett: Three tips to tilt the balance in your clients' favour

2011-01-20T15:10:00Z

Dan Hallett, VP and director of asset management at HighView Financial Group, says successful investing is a mix of art and science. Here are a few ways advisors can tilt the odds in their clients' favour: write investment policy statements; avoid performance dilution; and be fair with fees. He spoke at HighView's Oakville, Ont., office.

Investors dropping risk from balance sheets

2011-01-18T13:15:00Z

Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry and to how advisors conduct their business. Earl Bederman, president of Investor Economics Inc., describes how Canadians have reduced risks in their portfolios recently. He also discusses the transfer of wealth over the next 20 years. He spoke at the TMX Broadcast Centre.

Charitable causes may surprise, yield clients

2011-01-10T13:00:00Z

Al Brandstatter, an advisor with National Bank Financial Ltd., describes his work with charities and the opportunity in developing this client base. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.

Hallett: Adding your value with ETF portfolios

2010-12-15T16:30:00Z

Dan Hallett, VP and director of asset management at HighView Financial Group, discusses portfolio building with exchange traded funds and why advisors need to be careful of introducing too many specialty products into ETF portfolios. He spoke at HighView's office in Oakville, Ont.

ETFs: "Enablers of advice"

2010-12-14T02:17:00Z

Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry and to how advisors conduct their business. Earl Bederman, president of Investor Economics Inc., describes the growth in the exchange traded funds market and how the advice channel has adopted the product.