A family of happy campers
Financial planner Emily Rae has been venturing into the wilderness since she was a child. “It makes me feel centred and calm,” she says, “and…
- By: Wendy Cuthbert
- February 22, 2012 November 6, 2019
- 14:24
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A passion for pedalling
Greg Kennedy, a senior wealth consultant with Meridian Credit Union in Toronto, developed a love for cycling when he was living in British Columbia decades…
- By: Olivia Li
- February 22, 2012 November 6, 2019
- 14:17
Going up the country
Royal Bank of Canada financial planner Paul Millan gets away from the stresses of urban life and the demands of a busy job by reconnecting…
- By: Fiona Collie
- February 22, 2012 November 6, 2019
- 14:13
The allure of fresh powder
Advisor Paul Wetmore, formerly a linebacker with the CFL’s B.C. Lions, now finds exhilaration by cat skiing in deep, fresh, untouched snow
- By: donalee Moulton
- February 22, 2012 November 6, 2019
- 14:07
Embracing the warmth of winter
At a time of the year when most urbanites are holed up indoors, financial advisor Kathryn Del Greco is putting in several hours on woodland…
- By: Rudy Mezzetta
- February 22, 2012 November 6, 2019
- 14:02
Walking off the workaday world
Hiking challenging trails while lugging a 15-kilogram pack has taught Christian Charest, an editor with Toronto-based Morningstar Canada, the value of editing his belongings. One…
- By: Jade Hemeon
- February 22, 2012 November 6, 2019
- 12:56
Facing the fear
B.C. advisor Vince McKay says that the challenges that come with spelunking through the austere — and potentially dangerous — beauty of underground caves on…
- By: Brian Lewis
- February 22, 2012 November 6, 2019
- 12:51
Dirt, adrenalin and endurance
A love for enduro dirt-bike racing has taken financial advisor Bruce Moffatt all over the world. But the local scenery plays second fiddle to wrangling…
- By: Olivia Li
- February 22, 2012 November 6, 2019
- 12:47
Up where the air is rare
Alberta advisor Ed Bootle often ditches the Mercedes and heads for the mountains with his young children or old friends. “You have to make your…
- By: Geoff Kirbyson
- February 22, 2012 November 6, 2019
- 12:43
Profit from retirement
As baby boomers retire, their needs will become more complex, requiring advisors to reorient their strategies
- By: Dwarka Lakhan
- February 22, 2012 October 30, 2019
- 12:11
Top five mobile apps for financial advisors
Enhance your productivity with apps that help you access your PC remotely, plan your day, and more
- By: Danny Bradbury
- February 21, 2012 October 30, 2019
- 19:00
Communicate fully at every stage of your succession plan
George Hartman, managing director at Accretive Advisors, explains why it’s important to communicate your succession plan to stakeholders at every stage of the process. Let…
- By: Gavin Adamson, George Hartman
- February 21, 2012 October 30, 2019
- 18:00
How to choose a mobile device for your business
Smartphones, tablets and ultrabooks can all help you be productive on the road. Which format is best for you?
- By: Danny Bradbury
- February 20, 2012 October 30, 2019
- 17:20
Think twice before you Google a prospective employee or client
Using social media for background checks in a business context can violate privacy legislation
- By: Fiona Collie
- February 16, 2012 February 16, 2012
- 12:20
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…
- By: Dan Richards, Dean Taylor
- February 15, 2012 October 30, 2019
- 16:00
Help your clients prepare for de-accumulation
Tina Di Vito, head of the BMO Retirement Institute and author of “52 ways to Wreck Your Retirement... and how to rescue it” discusses the…
- By: Tina Di Vito
- February 10, 2012 December 15, 2017
- 10:20
Desjardins CEO honoured with award
Investment Executive’s sister publication names Monique Leroux the 2011 Quebec Financial Person of the Year
- By: IE Staff
- February 8, 2012 February 8, 2012
- 14:20
How keeping personal goals can boost your business
Eileen Chadnick, founder of Big Cheese Coaching in Toronto, explains how setting and keeping personal resolutions impact an advisor’s practice. She spoke with Investment Executive…
- By: Fiona Collie, Eileen Chadnick
- February 6, 2012 October 30, 2019
- 13:50
How to shop for a book of business
If you want to be a successful buyer in a seller’s market, you must stand out against all the other advisors who might also want…
- By: George Hartman
- February 6, 2012 November 6, 2019
- 13:13
P.E.I.’s saving grace
Continued sluggishness in the U.S. and European economies
- By: Olivia Li
- February 6, 2012 October 28, 2019
- 12:43
N.B. outlook tied to U.S.
With forestry still listing and call centres suffering, N.B. continues to struggle
- By: Olivia Glauberzon
- February 6, 2012 October 28, 2019
- 12:38
Two diverse economic tales
The Rock has seen substantial growth in the past few years, but it must now deal with a declining fisheries industry
- By: Gavin Will
- February 6, 2012 October 28, 2019
- 12:34
Public spending helps offset floods, debt
Manitoba is keeping its head above water despite a devastating flood and overburdened consumers
- By: Geoff Kirbyson
- February 6, 2012 October 28, 2019
- 12:29
Looking toward a brighter future
Despite mill closures and high debt, forecasters are expecting better days for Nova Scotia
- By: donalee Moulton
- February 6, 2012 October 28, 2019
- 12:25
Mining fuels territories’ growth
Continued exploration for precious and base metals, as well as energy, will ensure that the North remains on a steady path
- By: Fiona Collie
- February 6, 2012 October 28, 2019
- 12:17