Building Your Business | Investment Executive https://www.investmentexecutive.com/building-your-business/ Canada's news source for financial professionals Tue, 21 Oct 2025 03:40:45 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Building Your Business | Investment Executive https://www.investmentexecutive.com/building-your-business/ 32 32 test https://www.investmentexecutive.com/brand-knowledge_/carte-wealth-management-inc/test-2/ Tue, 21 Oct 2025 17:02:45 +0000 https://www.investmentexecutive.com/?p=523151 The post test appeared first on Investment Executive.

]]> Take a generation-specific approach to financial planning: KPMG https://www.investmentexecutive.com/building-your-business/financial-planning/help-prospects-see-the-value-of-a-financial-plan/ Wed, 08 Oct 2025 11:00:00 +0000 https://www.investmentexecutive.com/?p=522122 43% of Canadians found it hard to see the value of a financial plan: KPMG

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]]> 5 ways you can help clients navigate a successful business transition https://www.investmentexecutive.com/building-your-business/practice-management/5-ways-you-can-help-clients-navigate-a-successful-business-transition/ Tue, 26 Aug 2025 17:10:33 +0000 https://www.investmentexecutive.com/?p=518441 Legacy protection demands careful planning and attention to detail — advisors have a role to play

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]]> Advising a client in a new relationship https://www.investmentexecutive.com/building-your-business/financial-planning/advising-a-client-in-a-new-relationship/ Thu, 21 Aug 2025 18:31:54 +0000 https://www.investmentexecutive.com/?p=518070 Pay attention to financial compatibility, debt and spousal definitions

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]]> Rethinking money management for those with ADHD   https://www.investmentexecutive.com/building-your-business/financial-planning/rethinking-money-management-for-those-with-adhd/ Tue, 19 Aug 2025 19:34:14 +0000 https://www.investmentexecutive.com/?p=517839 Focused sessions and visual tools helps this financial planner guide clients 

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]]> Alternative investments can support a pension-style portfolio for high-net-worth clients https://www.investmentexecutive.com/building-your-business/financial-planning/alternative-investments-can-support-a-pension-style-portfolio-for-high-net-worth-clients/ Tue, 01 Jul 2025 13:17:00 +0000 https://www.investmentexecutive.com/?p=513965 But due diligence and relative weighting matter

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]]> Serving the suddenly high-net-worth https://www.investmentexecutive.com/building-your-business/financial-planning/serving-the-suddenly-high-net-worth/ Mon, 30 Jun 2025 16:00:00 +0000 https://www.investmentexecutive.com/?p=513972 Money doesn’t come with a manual — it’s up to advisors guide the newly wealthy

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]]> Financial planning for kids with disabilities https://www.investmentexecutive.com/building-your-business/financial-planning/financial-planning-for-kids-with-disabilities/ Fri, 25 Apr 2025 15:23:09 +0000 https://www.investmentexecutive.com/?p=508076 A personal story about the role financial advisors play in support of parents like me

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]]> What you need to know about RESP decumulation https://www.investmentexecutive.com/building-your-business/financial-planning/what-you-need-to-know-about-resp-decumulation/ Tue, 04 Mar 2025 17:22:30 +0000 https://www.investmentexecutive.com/?p=503727 If a student doesn’t deplete an RESP, some of the remaining growth value of the investments can be subject to a 20% penalty

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]]> Help your client address the volatility of equity compensation https://www.investmentexecutive.com/building-your-business/financial-planning/help-your-client-address-the-volatility-of-equity-compensation/ Tue, 14 May 2024 18:53:42 +0000 https://www.investmentexecutive.com/?p=485894 Assessing income sources, diversifying are key

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