Keep in touch and keep it real
Glen Rankin believes in client contact, honesty and hard work. Since he began selling insurance at the age of 19, Rankin has known the value…
- By: donalee Moulton
- March 26, 2015 November 9, 2019
- 23:00
Latest news in Special Reports
Documenting your succession plan
In part 10, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of having a written succession plan and what should be included…
- By: George Hartman, Grant McIntyre
- March 24, 2015 November 9, 2019
- 09:01
Wealth planning using trusts
A review of the key types of trusts and how they are used in financial planning
- By: Wilmot George
- March 23, 2015 November 9, 2019
- 09:15
Small-caps: Energy weakness spills over into industrials
Part three of a Canadian small-cap roundtable
- By: Sonita Horvitch
- March 20, 2015 November 9, 2019
- 16:00
Financial services small-caps that managers are banking on
Part two of a Canadian small-cap roundtable
- By: Sonita Horvitch
- March 18, 2015 November 9, 2019
- 11:10
Determining the value of your practice
In part nine, George Hartman, managing partner with Elite Advisors Canada, explains what determines the value of your practice, and what do to maximize the…
- By: George Hartman, Grant McIntyre
- March 18, 2015 November 9, 2019
- 09:20
Getting the best price for your business
In part eight, George Hartman, managing partner with Elite Advisors Canada, gives tips for getting the best price for your business, including how to approach…
- By: George Hartman, Grant McIntyre
- March 10, 2015 November 9, 2019
- 14:15
Keeping a practice in the family
In part seven, George Hartman, managing partner with Elite Advisors Canada, shares the professional and personal criteria to consider when deciding if you should sell…
- By: George Hartman, Grant McIntyre
- March 4, 2015 November 9, 2019
- 16:35
Caring for clients as they age
Longtime financial advisor Denis Beaulieu says that helping retired clients includes persuading them to spend as well as save. Dealing with cognitive decline among some…
- By: Susan Yellin
- March 1, 2015 November 9, 2019
- 00:00
Rise of the machines
Online financial advisory services are here, and they are not about to go away. You can survive - and thrive - in the new environment…
- By: Clare O’Hara
- February 27, 2015 November 9, 2019
- 00:00
Pensions and ex-spouses: A tangled web
Marriages come and go. And so, at times, do pensions. Recent court decisions point to the need for precision in documentation
- By: Fiona Collie
- February 27, 2015 November 9, 2019
- 00:00
Choosing the right successor for your practice
In part six, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of choosing the right successor, and highlights key questions you need…
- By: George Hartman, Grant McIntyre
- February 24, 2015 November 9, 2019
- 08:00
In search of healthy returns
Part three of a U.S. equity roundtable
- By: Sonita Horvitch
- February 20, 2015 November 9, 2019
- 13:00
Strategies that enhance shareholder value
Part two of a U.S. Equity roundtable
- By: Sonita Horvitch
- February 18, 2015 November 9, 2019
- 12:45
Finding a buyer for your practice
In part five, George Hartman, managing partner with Elite Advisors Canada, discusses three categories of buyers — financial, strategic and family — and highlights the…
- By: George Hartman, Grant McIntyre
- February 18, 2015 October 30, 2019
- 06:00
Managers look under the hood of the world’s biggest growth engine
Part one of a U.S. equity roundtable
- By: Sonita Horvitch
- February 17, 2015 October 21, 2019
- 17:45
A senior-friendly attitude
Making your practice amenable to elderly clients requires a sympathetic understanding of seniors' concerns - and an abundance of patience
- By: Dan Richards
- February 15, 2015 November 6, 2019
- 00:00
Newsmaker: Doing the right things
The job of the compliance department has never been more crucial. Kathleen Black, in her new role as head of the ACCP, takes on a…
- By: Patricia Chisholm
- February 15, 2015 October 30, 2019
- 00:00
Seniors: Eye on designations
Clients focus on designations and certifications
- By: Fiona Collie
- February 15, 2015 October 21, 2019
- 00:00
Books help advisors help seniors
These six volumes cover various aspects of helping your elderly clients manage their financial and lifestyle affairs. These books provide valuable advice for you -…
- By: George Hartman
- February 15, 2015 November 6, 2019
- 00:00
Not too old for insurance?
Many advisors incorrectly assume their senior clients are unable to qualify for life insurance. But many clients in their 60s and 70s are insurable -…
- By: Megan Harman
- February 15, 2015 November 6, 2019
- 00:00
Silver surfers: Tech for seniors
Tech Tips: There are several ways that standard personal computers can be adapted to provide special support for seniors who are less comfortable with technology.…
- By: Danny Bradbury
- February 15, 2015 November 6, 2019
- 00:00
Tackling elder financial abuse
With senior clients being prime targets for fraud - even from family members - there are several signs you could be looking for to help…
- By: JoAnne Sommers
- February 15, 2015 November 6, 2019
- 00:00
Key tax strategies to consider
There are several tax credits that may be useful to your senior clients, at both the federal and provincial levels. In addition, many tax credits…
- By: Rudy Mezzetta
- February 15, 2015 November 6, 2019
- 00:00
A senior-friendly office
There are many ways to make your office a comfortable and positive place for visits by senior clients. These tips can enhance communication and reduce…
- By: Wendy Cuthbert
- February 15, 2015 November 6, 2019
- 00:00