From church choir to concert hall
As a member of a renowned choir, Dundee Securities advisor has performed around the world
- By: Laura Bobak
- February 25, 2009 February 25, 2009
- 10:59
Latest news in Building Your Business
Creating balance — in music and in life
Advisor adjusts musical sounds for folk festivals and concerts throughout Ontario
- By: Jade Hemeon
- February 25, 2009 February 25, 2009
- 10:59
Executives bring financial expertise to orchestra boards
And working with a philharmonic orchestra broadens advisors’ knowledge of classical music
- By: Laura Bobak
- February 25, 2009 February 25, 2009
- 10:59
A lifetime of groovin’
Winnipeg advisor has been collecting music since his early teens
- By: Rudy Mezzetta
- February 25, 2009 February 25, 2009
- 10:59
More to music than catchy tunes
Playing an instrument can improve your mood, relieve stress and strengthen your memory
- By: Olivia Glauberzon
- February 25, 2009 February 25, 2009
- 10:10
Becoming a better leader is essential
After making many changes to Henry’s business, altering his leadership style would prove to be his most important task
- By: George Hartman
- February 9, 2009 February 9, 2009
- 13:55
An encyclopedic resource for advisors
Boston-based planner offers a wealth of insights, ideas and philosophies
- By: George Hartman
- February 9, 2009 February 9, 2009
- 13:55
Success in succession
Grooming your successor ensures your clients will remain in capable hands
- By: Maureen Halushak
- February 9, 2009 February 9, 2009
- 13:55
Inspired, dedicated followers are the key
Henry had almost completed all the necessary steps to take his financial advisory business to a new level. His final task was to change his…
- By: George Hartman
- February 9, 2009 February 9, 2009
- 13:55
All in the family?
While a son or daughter may seem like the ideal candidate to take over your practice, think twice, says Thomas Deans, the Orangeville, Ont.-based author…
- By: Maureen Halushak
- February 9, 2009 February 9, 2009
- 13:55
Focus on the long term
Wayne Robinson, co-founder and president of W.A. Robinson & Associates Ltd., urges financial advisors and entrepreneurs alike to establish a philosophy that guides their businesses…
- By: Megan Harman
- February 9, 2009 February 9, 2009
- 13:55
Small-town success
Wayne Robinson has created two investment pools
- By: Megan Harman
- February 9, 2009 February 9, 2009
- 13:55
GM’s uncertain future affects couple’s retirement plans
Although Rolf and Kathryn are likely to have enough for retirement, it’s how they get there that’s of concern to them
- By: Catherine Harris
- February 9, 2009 February 9, 2009
- 13:55
Get more value out of client meetings
A written agenda and followup ensure clients feel meetings are worthwhile
- By: Dan Richards
- February 9, 2009 February 9, 2009
- 13:55
Beat the winter blahs
Good lighting and indoor plants can brighten your space
- By: Monica Joseph-McIntyre
- February 9, 2009 February 9, 2009
- 13:55
After the divorce, there’s still work to be done
Clients need to execute on the plans to which they have agreed; estate-planning issues take centre stage
- By: Maureen Halushak
- February 9, 2009 February 9, 2009
- 13:55
Tighten your belt with a healthy brown-bagger
Whole-grain breads, lots of fruit and vegetables, and lean proteins make tasty, nutritious meals
- By: Monica Joseph-McIntyre
- February 9, 2009 February 9, 2009
- 13:55
Protect your data from malware
Those nasty bugs that sneak into your computer are becoming more plentiful, but they can be stopped
- By: Danny Bradbury
- February 9, 2009 February 9, 2009
- 13:55
Slow shift to domestic growth stocks already underway
Although there are many pitfalls on the horizon, money managers are overweighting industrials and consumer discretionary, staples
- By: Gavin Adamson
- January 23, 2009 January 23, 2009
- 12:17
A return to cyclical stocks appears to be in the cards: U.S. equities
The least risky strategy right now is defensive stocks, but pay attention to the early signs of a recovery expected later in the year
- By: Carlyle Dunbar
- January 23, 2009 January 23, 2009
- 12:17
Small-caps to do well in recovery
Although two small-cap money managers don’t see an economic turnaround until 2010, they say many Canadian small-cap stocks are valued cheaply and they’ve already begun…
- By: Gavin Adamson
- January 23, 2009 January 23, 2009
- 12:17
China’s infrastructure spending will spur inter-Asia trade
Recovery should set in by second half of 2009, but money managers are guarded on India, Taiwan and Thailand
- By: Jade Hemeon
- January 23, 2009 January 23, 2009
- 12:17
Come the recovery, corporate credit will rule: Bonds
Unusual conditions could lead to big gains if the bond buy-in is well timed
- By: Andrew Allentuck
- January 23, 2009 January 23, 2009
- 12:17
Getting positioned for recovery: Europe
Good stocks available at bargain-basement prices
- By: Laura Bobak
- January 23, 2009 January 23, 2009
- 12:17
Getting in on the ground floor with energy and gold
Oil prices expected to stabilize by mid-year; infrastructure spending could spur demand for some commodities
- By: Catherine Harris
- January 23, 2009 January 23, 2009
- 12:17