Newfoundland-born advisor proves you can go home again
T.E. Wealth’s Valerie Pippy built her career in Toronto but is gradually shifting her business to St. John’s
- By: Gavin Will
- March 31, 2009 March 31, 2009
- 14:17
Latest news in Building Your Business
Your women clients may need special attention
Women tend to worry about their investments more than men do, and they are more likely to rely on experts
- By: Megan Harman
- March 31, 2009 March 31, 2009
- 14:17
Rebuilding confidence in the market
If clients avoid equities, they may find it impossible to reach their goals
- By: Dan Richards
- March 31, 2009 March 31, 2009
- 14:04
Service generates referrals
Brian Culbert, first vice president with CIBC Wood Gundy Inc., has a multi-pronged strategy for building client confidence in tough times. It combines service, regular…
- By: Jade Hemeon
- March 17, 2009 March 17, 2009
- 15:31
Iron-man advisor
”Forward motion cures all,” says Bay Street athlete
- By: Jade Hemeon
- March 17, 2009 March 17, 2009
- 15:31
Reduce salt intake, avoid hypertension
Eat more fresh fruits and vegetables, avoid processed foods and season with sodium-free alternatives
- By: Clare O’Hara
- March 17, 2009 March 17, 2009
- 15:15
The new appeal of life and disability insurance
Clients worried about markets are realizing that insurance can help provide capital preservation (IE:TV)
- By: Gavin Adamson
- March 17, 2009 March 17, 2009
- 15:15
Keeping clients from going astray
How you can retain your clients during tough times, and welcome new ones who have left their flock
- By: Laura Bobak
- March 10, 2009 March 10, 2009
- 14:01
Leveraged lending is an opportunity, say advisors
Some advisors use lending to build clients’ portfolios as well as their own books of business
- By: Kate Betts-Wilmott
- March 10, 2009 March 10, 2009
- 14:01
The new normal
The way to build your book in today’s climate is to treat prospects like clients. That means:> instead of sending prospects an information package, put…
- By: Dan Richards
- March 10, 2009 March 10, 2009
- 14:01
Solving return-of-capital puzzles at tax time
New service helps determine adjusted cost base of distribution-producing investments such as income trusts
- By: Rudy Mezzetta
- March 10, 2009 March 10, 2009
- 14:01
Getting out the sandbags in troubled times
A Halifax couple with lowered incomes and asset values should use insurance and annuities to protect the future
- By: Catherine Harris
- March 10, 2009 March 10, 2009
- 14:01
Insist on meeting clients who say “No”
Keeping in touch to update KYC information, especially during tough times, is a moral and fiduciary responsibility
- By: George Hartman
- March 10, 2009 March 10, 2009
- 14:01
Young advisors can instil confidence
Show clients that you don’t have to have lived through a recession to guide them through one
- By: Olivia Glauberzon
- March 10, 2009 March 10, 2009
- 14:01
RDSPs could be your edge
Offering informed advice on new products is a good way to demonstrate your value to existing and prospective clients. The new registered disability savings plan…
- By: Megan Harman
- March 10, 2009 March 10, 2009
- 14:01
The end of prospecting as we know it
Successful advisors will integrate communication for clients and prospects
- By: Dan Richards
- March 10, 2009 March 10, 2009
- 13:57
More to music than catchy tunes (IE:TV)
Playing an instrument can improve your mood, relieve stress and strengthen your memory
- By: Olivia Glauberzon
- February 25, 2009 February 25, 2009
- 11:27
Multi-instrumentalist orchestrates financial plans
A stint as a music educator has helped advisor Danny Montesi better communicate with clients
- By: Don Macdonald
- February 25, 2009 February 25, 2009
- 10:59
Challenging, but rewarding
Taking up an instrument offers benefits such as stress relief, increased confidence
- By: Megan Harman
- February 25, 2009 February 25, 2009
- 10:59
Advisor rockers raise cash for kids’ charities
It started with Baystock in Toronto. Soon, organizers in other cities began strapping on the guitars for their own events
- By: Gavin Adamson
- February 25, 2009 February 25, 2009
- 10:59
Music has served as a launching pad for Scott Mackenzie
Music and computer science may seem to be an odd match, but it has been a winning formula for Morningstar CEO
- By: Clare O’Hara
- February 25, 2009 February 25, 2009
- 10:59
Concert pianist is a risk-analytics specialist by day
He once had to choose between music and business; now Ricker Choi enjoys both worlds
- By: Kate Betts-Wilmott
- February 25, 2009 February 25, 2009
- 10:59
Private-client strategist is a standup guy
For Raymond James’s Don Ogden, music was bred in his bones — and playing the bass is a passion
- By: Brian Lewis
- February 25, 2009 February 25, 2009
- 10:59
Supporting special talents
Successful entrepreneur finds harmony in helping out young musicians
- By: Jade Hemeon
- February 25, 2009 February 25, 2009
- 10:59
If music be the food of love…
It all starts in a small part of our inner ear known as the “cochlea,” which is the sensory organ for hearing.This portion of the…
- By: Olivia Glauberzon
- February 25, 2009 February 25, 2009
- 10:59