Thinking about retirement doesn’t have to be difficult
Christine Timms, retired advisor and author of three handbooks for professional financial advisors (christinetimms.com), discusses why thinking about retirement can be so difficult, as well as pandemic-era considerations.
Timms digs deeper into succession planning in The advisor’s retirement: making a smooth transition.
Directed and interviewed by Katie Keir. Edited by Brad Ling and Emily Ferrier.
An expert explains how and why to prepare details about your practice and clients
Tips for finding the right person
The succession planning process can be difficult, so plan ahead as much as possible
An industry expert urged advisors to step up their game during IAFP's 2021 symposium
Liberal government more likely to focus on AMT, capital gains in Budget 2023
Gluskin Sheff's parent company, Onex, is winding down the wealth management business
Other industry moves this week include a new head for the FP Canada Institute
Educational division will develop technical curriculum under Alexandra Macqueen's leadership