No shortcuts to long-term success
Former Olympian Michael Smith learned at an early age to embrace the volatility of sports. Today, as a financial advisor to high net-worth individuals, he…
- By: Geoff Kirbyson
- March 1, 2014 November 6, 2019
- 00:00
Latest news in Building Your Business
Attracting young recruits
Members of Generation Y are looking for meaningful jobs that will lead to long, satisfying careers. Firms are responding with revamped recruiting techniques that appeal…
- By: Fiona Collie
- March 1, 2014 November 6, 2019
- 00:00
Bridging the generation gap
Integrating younger advisors into a well-established practice should be done step by step, with careful supervision and with multiple opportunities for younger advisors to make…
- By: Tessie Sanci
- March 1, 2014 November 6, 2019
- 00:00
CORRECTION
The author of the book The Financial Advisor’s Guide to Excellence is Daniel Collison. Incorrect information appeared in our February issue. Investment Executive apologizes for…
- By: IE Staff
- March 1, 2014 November 6, 2019
- 00:00
Committed to his community
Running a successful insurance practice is only one of the activities that drives Mark Halpern. When he's not advising clients on the benefits of charitable…
- By: Susan Yellin
- February 15, 2014 November 6, 2019
- 00:00
Financial literacy a mission for volunteer
Getting people of all ages - especially high-school students - to learn about financial matters is a priority for Crystal Wong, who teaches students personal…
- By: donalee Moulton
- February 15, 2014 November 6, 2019
- 00:00
Dartmouth’s home team
For the past 17 years, Mike and Joan Wild have opened their home - and their hearts - to young Halifax Mooseheads hockey players in…
- By: donalee Moulton
- February 15, 2014 November 6, 2019
- 00:00
The picture of generosity
Naguib Kerba's passion for photography has led him to become involved in a wide variety of charitable organizations - from Scouts Canada to Gilda's Club.…
- By: Susan Yellin
- February 15, 2014 November 6, 2019
- 00:00
Making a better place to play
Musician and financial advisor Peter Partridge is spearheading the campaign to provide St. Catharines with a state-of-the-art performing arts venue
- By: Clare O’Hara
- February 15, 2014 November 6, 2019
- 00:00
Charitable efforts on many fronts
Helping a variety of causes - from the Kidney Foundation and stem cell research to hospitals and children's charities - is part of Gerry Doyle's…
- By: Jade Hemeon
- February 15, 2014 November 6, 2019
- 00:00
The world of commerce, for kids
Thanks to Barry Desrosiers, a Grade 6 class in Calgary gets to learn the ins and outs of starting and running a business and contributing…
- By: Rosemary McCracken
- February 15, 2014 November 6, 2019
- 00:00
Helping people help themselves
Volunteering in Mufumya, Burundi - and seeing the great need among the people there - gives Mike Deboski, an independent insurance advisor in Edmonton, renewed…
- By: Megan Harman
- February 15, 2014 November 6, 2019
- 00:00
Starting at Square 1
Even in charitable giving, the adage “If you want something done right, you have to do it yourself” rings true. That was the approach Alan…
- By: Fiona Collie
- February 15, 2014 November 6, 2019
- 00:00
A lift for underprivileged students
Alfred Chien, an advisor with BMO in Vancouver, oversaw the launch of a free tutoring program for high-school students in one the city's less fortunate…
- By: donalee Moulton
- February 15, 2014 November 6, 2019
- 00:00
Taking it to the streets
Vancouver investment advisor Tim Collins says that sleeping on the pavement for a night helps focus attention on the plight of homeless youth and the…
- By: Fiona Collie
- February 15, 2014 November 6, 2019
- 00:00
Volunteering is a family affair
Investors Group's Aaron Margolis, like his grandfather and his parents before him, has made volunteering an important part of his life. His wife and children…
- By: Geoff Kirbyson
- February 15, 2014 November 6, 2019
- 00:00
A textbook with a twist
Daniel Collison's tome offers the critical education that advisors need to build and sustain a successful business. Don't be put off by this book's heft,…
- By: George Hartman
- February 1, 2014 November 6, 2019
- 00:00
Lower margins, higher volumes
Andrew Johns has been an entrepreneur since he started his lawn-mowing company at age 10. Today, his team boasts $2 billion in AUM and an…
- By: Brian Lewis
- February 1, 2014 November 6, 2019
- 00:00
Does gluten deserve its bad rap?
Gluten-free products are popping up in every supermarket’s aisles. Despite the premium price tags, people are flocking to gluten-free options (such as bread, pasta and…
- By: Clare O’Hara
- February 1, 2014 November 6, 2019
- 00:00
Working with a coach
After advisor Nicolas Anstis went out on his own, he was able to triple his income within 18 months, thanks in large part to his…
- By: Tessie Sanci
- February 1, 2014 November 6, 2019
- 00:00
Will Canada ban commissions?
Regulators in Australia, the U.K. and other countries have taken steps to move financial advisors toward fee-based compensation models. Although Canadian regulators are hesitant, the…
- By: James Langton
- February 1, 2014 November 6, 2019
- 00:00
Tinker, tailor, doctor, plumber
Focusing your insurance business on a single profession has many advantages. You can build your client base by becoming an expert in the needs of…
- By: Megan Harman
- February 1, 2014 November 6, 2019
- 00:00
Making the move to a fee model
As a global trend toward fee-based compensation models gathers steam, there is a strong case for Canadian advisors to make the shift
- By: Clare O’Hara
- February 1, 2014 November 6, 2019
- 00:00
Succession: Putting it in writing
Although you should always seek independent legal advice before entering into anything as important as a succession agreement, here are some guidelines for the kind…
- By: George Hartman
- February 1, 2014 November 6, 2019
- 00:00
Your clients’ referral DNA
Conventional wisdom says it's conversations with clients, and their satisfaction levels, that drive referrals. But more recent research suggests it all really depends on the…
- By: Dan Richards
- February 1, 2014 November 6, 2019
- 00:00