Enjoy a healthy diet — and hold the BHT
We may pack away up to 10 kilograms of food additives a year; some are beneficial, but many are toxic
- By: Wendy Cuthbert
- September 1, 2009 September 1, 2009
- 11:10
Latest news in Building Your Business
Helping clients through employment changes
With the tough economy leading to layoffs and salary reductions, advisors are increasingly being called upon to offer advice on employment issues. Helping your clients…
- By: Jade Hemeon
- September 1, 2009 September 1, 2009
- 11:10
Client surveys as marketing tools
Every client contact provides a growth opportunity, so consider adding questions on introductions and referrals
- By: George Hartman
- September 1, 2009 September 1, 2009
- 11:10
Can couple retire, travel and leave money for children?
Much depends on whether the couple keeps the rental building the wife inherited
- By: Catherine Harris
- September 1, 2009 September 1, 2009
- 11:10
Rebuilding trust is job No. 1
Clients need to be reassured that you have their best interests at heart
- By: Dan Richards
- September 1, 2009 September 1, 2009
- 11:10
High net-worth, low-key
Sam Chinniah gains the trust of wealthy clients through unadorned honesty
- By: Olivia Glauberzon
- September 1, 2009 September 1, 2009
- 11:10
Clear account statements would improve communication
Content, flow, language and presentation are keys to success, say experts, but most firms still fall short
- By: Clare O’Hara
- September 1, 2009 September 1, 2009
- 11:10
Should you be opening the new Windows?
After the embarrassment of Vista, Microsoft’s upcoming Windows 7 offers improvements — both cosmetic and functional
- By: Danny Bradbury
- September 1, 2009 September 1, 2009
- 11:10
For this advisor, slow and steady wins the race
Shaun Humphries says triathlon preparation and financial planning share many similarities, including a need for long-term focus
- By: Geoff Kirbyson
- August 7, 2009 August 7, 2009
- 09:52
Advising Americans living in Canada
U.S. citizens must file a U.S. tax return every year, no matter where they live
- By: Rudy Mezzetta
- August 7, 2009 August 7, 2009
- 09:52
Couple faces major pension decision
They should be able to enjoy retirement, but much depends on whether the husband leaves assets with his former employer
- By: Catherine Harris
- August 7, 2009 August 7, 2009
- 09:52
Lemonade from recession’s lemons
Turn crisis into opportunity by specializing in clients who have lost their jobs (IE:TV)
- By: Dan Richards
- August 7, 2009 August 7, 2009
- 09:52
The green advisor
Acting in an environmentally responsible fashion not only helps the planet stay healthy, it can also improve your practice
- By: Wendy Cuthbert
- August 7, 2009 August 7, 2009
- 09:52
Banking on the environment
Jim Johnston does not toss water bottles in public parks. The director of environmental sustainability for Bank of Montreal doesn’t even use water bottles. That’s…
- By: Wendy Cuthbert
- August 7, 2009 August 7, 2009
- 09:52
Find a mentor, think big
If Shaun Humphries, a senior advi-sor with Assante Capital Management Ltd. in Winnipeg, were starting in the financial services industry today, he’d do a few…
- By: Geoff Kirbyson
- August 7, 2009 August 7, 2009
- 09:52
Time is right for spousal loans
With the prescribed rate at a record-low 1%, couples with varying tax rates can reap significant savings
- By: Jade Hemeon
- August 7, 2009 August 7, 2009
- 09:52
Lessons from Stanley Cup champions
Advisors can learn from coaches who succeed at the highest levels of sports
- By: Dan Richards
- June 30, 2009 June 30, 2009
- 09:15
The seminar revisited; email bankruptcy
Some advisors say seminars are making a comeback, but with a few timely tweaks; tips to gain control of your inbox
- By: George Hartman
- June 30, 2009 June 30, 2009
- 09:15
Caution is key for clients seeking U.S. real estate bargains
Prices are down by as much as 40% in Florida, but Canadian buyers must be aware of tax, estate and other implications
- By: Rudy Mezzetta
- June 30, 2009 June 30, 2009
- 09:15
Writing the book on client service
A well-structured meeting can instil feelings of confidence in a client, which can in turn strengthen the client’s relationship with you.“We want the client to…
- By: Clare O’Hara
- June 30, 2009 June 30, 2009
- 09:15
Careful planning is key for young couple with multiple wants
Goals that include children, vacations, education, a second home, an estate and a comfortable retirement need trimming
- By: Catherine Harris
- June 30, 2009 June 30, 2009
- 09:15
Prepare the team for your vacation
Tie up loose ends and be clear on whether you should be contacted
- By: Olivia Glauberzon
- June 30, 2009 June 30, 2009
- 09:15
A bright outlook
Optimism is a defining characteristic of successful people and it can be learned, according to American psychologist Martin Seligman. One way to help keep you…
- By: Dan Richards
- June 1, 2009 June 1, 2009
- 12:30
A new challenge pays off
Paul Habert took a chance last year when he became a mortgage broker
- By: Patricia Chisholm
- June 1, 2009 June 1, 2009
- 12:30
Snowbird clients must keep abreast of evolving rules
New requirement for passports effective this month; trend toward electronic tracking will tighten control over length of stay
- By: Rudy Mezzetta
- June 1, 2009 June 1, 2009
- 12:30