Move is in store for these clients
A couple in Calgary who plan to retire in five years and move to Lethbridge, Alta., can achieve the goals that they have set for…
- By: Catherine Harris
- December 19, 2011 November 6, 2019
- 17:01
Latest news in Building Your Business
Hope for that aching shoulder
Rotator cuff problems are common among older people — and professional athletes
- By: Monica Joseph-McIntyre
- December 19, 2011 November 6, 2019
- 16:55
How to exit a business
Most business owners planning a sale or nearing retirement, including many financial advisors, are poorly prepared for the transition. This new book can help
- By: George Hartman
- December 19, 2011 November 6, 2019
- 16:40
Books for sale
Whether you’re buying a book of insurance business or selling one, issues such as the future value of existing relationships are essential to a successful…
- By: Olivia Glauberzon
- December 19, 2011 April 7, 2021
- 16:25
Sober second thought
If your client experiences a financial windfall, your first task is to prevent him or her from making any rash errors
- By: Dwarka Lakhan
- December 19, 2011 November 6, 2019
- 16:18
Sudden money
Abrupt increases in wealth --can bring on emotional turmoil. Putting a financial plan in place can reduce stress and put clients on the path to…
- By: Dwarka Lakhan
- December 19, 2011 November 6, 2019
- 16:10
Assessing capacity
A relationship with a client can change dramatically when the client starts showing signs of mental incapacity and the person with power of attorney wants…
- By: Olivia Li
- December 19, 2011 November 6, 2019
- 16:06
Abuse of Power
A growing number of elderly people are falling victim to those empowered to look out for them. What can you do to protect your clients?
- By: Olivia Li
- December 19, 2011 November 6, 2019
- 15:57
Don’t be afraid to delegate
An inevitable result of a successful practice is that you can’t possibly do everything yourself. If you are concerned that others will not be able…
- By: George Hartman
- December 19, 2011 November 6, 2019
- 15:49
New year, new prospects
It may seem impossible, but with proper planning and a disciplined approach, you can double the number of your new clients in 2012 — in…
- By: Dan Richards
- December 19, 2011 November 6, 2019
- 15:38
Prevent executor headaches
Gathering important information can be a nightmare for executors and holders of POAs if documents are not organized. You can help by steering clients toward…
- By: Jade Hemeon
- December 5, 2011 November 6, 2019
- 15:52
Treatment for that pain in the foot
Plantar fasciitis is a common problem that can affect anyone who spends long periods on their feet. There is treatment, but the best defence is…
- By: Monica Joseph-McIntyre
- December 5, 2011 November 6, 2019
- 15:46
Discount brokers: Friends or foes?
many financial advisors are wary of discount brokerage firms and discourage their clients from using them. These advisors fear their clients will bring serious harm…
- By: Fiona Collie
- December 5, 2011 November 6, 2019
- 15:40
How to find value in the middle
Two DundeeWealth advisors in Ancaster, Ont., have teamed up to provide both planning and investment advice to middle-aged, middle-income working families
- By: Rosemary McCracken
- December 5, 2011 November 6, 2019
- 15:30
How to get your business online
Now, there’s no excuse for not having a web presence. A new program launched by Google Canada, Royal Bank and various others aims to make…
- By: Megan Harman
- December 5, 2011 November 6, 2019
- 15:12
The “Lincoln advisor”
From hands-free dialling technology to portable printers, these mobile technology gadgets will make you more accessible when you’re out on the road. Just don’t forget…
- By: Danny Bradbury
- December 5, 2011 November 6, 2019
- 14:47
Early retirement is within reach
A 55-year-old management consultant who is single and spends much of her time travelling for work is aiming to save enough money over the next…
- By: Catherine Harris
- December 5, 2011 November 6, 2019
- 14:38
Hundreds of tips
Rosemary Smyth’s new book contains advice that could apply to any stage of an advisor’s career. Keep it close at hand
- By: George Hartman
- December 5, 2011 November 6, 2019
- 14:31
How much life insurance?
Determining a client’s need for life insurance requires a detailed assessment of assets and liabilities. There is no set formula because every client carries a…
- By: Dwarka Lakhan
- December 5, 2011 November 6, 2019
- 14:14
The holidays: Getting it right
From fancy gifts and e-cards to family events, how you mark the holidays with your clients depends on your style and your clients’ preferences. Here…
- By: Wendy Cuthbert
- December 5, 2011 November 6, 2019
- 14:04
How to develop your action plan
Is your financial advisory practice’s strategic planning process stuck in neutral? If so, you may want to ask yourself — and your staff — the…
- By: George Hartman
- December 5, 2011 November 6, 2019
- 12:28
Why clients are so angry
More than at any time since the 1930s, investors feel that the field is tilted against them. A good way to reassure them is to…
- By: Dan Richards
- December 5, 2011 November 6, 2019
- 12:17
Making the call: Registered or not?
The tax consequences of the investment vehicles chosen can make a big difference to your client’s bottom line
- By: Dwarka Lakhan
- November 15, 2011 November 6, 2019
- 12:08
Catch-up loans less popular
The wealth-management and brokerage arms of banks and fund companies continue to offer special rates on RRSP loans, although borrowing for this purpose is declining
- By: Geoff Kirbyson
- November 14, 2011 November 6, 2019
- 16:11
Protecting clients’ portfolios
Principal-protected products provide peace of mind for worried clients
- By: Rudy Mezzetta
- November 14, 2011 November 6, 2019
- 15:57