Huge increase in wealth inequality
In the past 20 years, wealthy families have grabbed a bigger share of the economic pie
- By: Monica Townson
- February 20, 2008 February 20, 2008
- 10:33
Latest news in Building Your Business
Entrepreneurs make up a big part of Canada’s wealth
As baby-boomer business owners retire, there will be a massive shift of assets between generations
- By: Clare O’Hara
- February 20, 2008 February 20, 2008
- 10:33
Wealthy foreigners often looking for safety
Critics say too many affluent immigrants are using investor visas to “buy” passports without adding value to the economy
- By: Laura Bobak
- February 20, 2008 February 20, 2008
- 10:33
The Art of giving well
From medicine and the arts to social investing, Canada’s wealthy are giving back
- By: Katherine Macklem
- February 20, 2008 February 20, 2008
- 10:33
Deciding what “wealthy” means is a tricky business
The affluent remain elusive when it comes to their financial affairs
- By: Paul Webster
- February 20, 2008 February 20, 2008
- 10:33
Keeping the peace while preserving a legacy
Advisors can play a vital role when wealthy boomers pass their fortunes to the next generation
- By: Kevin Marron
- February 20, 2008 February 20, 2008
- 10:33
Clients with $1 million to $5 million a fertile pool
The return on serving this asset group warrants the time and energy advisors expend to develop the business
- By: Jade Hemeon
- February 20, 2008 February 20, 2008
- 10:33
A boutique within a bank
The people at BMO Harris Private Banking say that what makes their operation stand out in the highly competitive Canadian private-banking space is that it…
- By: Rudy Mezzetta
- February 20, 2008 February 20, 2008
- 10:33
Getting a picture of common vision problems
Vision problems require immediate care, so routine eye examinations are essential for early detection, says Dr. David Maberley, associate professor of ophthalmology at the University…
- By: Rosemary McCracken
- February 4, 2008 February 4, 2008
- 12:08
Consider legal advice before opening up shop
Starting a financial advisory office means leasing office space, becoming an employer and managing tax issues
- By: Ann MacAulay
- February 4, 2008 February 4, 2008
- 12:08
When life and business partnerships intersect
Working with a spouse has unique benefits — and pitfalls. It requires clearly defined roles and boundaries
- By: donalee Moulton
- February 4, 2008 February 4, 2008
- 12:08
Dealing with clients’ unrealistic goals
This middle-aged couple plans to spend heavily in the present and still have an estate for their children
- By: Catherine Harris
- February 4, 2008 February 4, 2008
- 12:08
All work and no play a serious addiction
Workaholism can lead to drug and alcohol abuse as well as social and family problems
- By: Celia Milne
- February 4, 2008 February 4, 2008
- 12:08
Understand your clients’ personality types
There’s more to knowing your clients than asset levels and risk tolerance; personality determines the ideal relationship style
- By: Maureen Halushak
- February 4, 2008 February 4, 2008
- 12:08
Acronyms drive business-building program
Book offers week-by-week process that touches on such issues as strategic analysis, targets and referrals
- By: George Hartman
- February 4, 2008 February 4, 2008
- 12:08
Persistance, reliability pay off
Tom McCullough, CEO of Northwood Stephens Private Counsel Inc. in Toronto, says hard work, always doing the right thing and patience are a powerful combination…
- By: Laura Bobak
- February 4, 2008 February 4, 2008
- 12:08
Proper data backup a critical task
Protecting your digital files is tantamount to protecting your business. Here is how to make sure nothing gets lost
- By: Danny Bradbury
- February 4, 2008 February 4, 2008
- 12:08
For this advisor, business is a family affair
Tom McCullough, CEO of Northwood Stephens, offers a wide range of services to wealthy families
- By: Laura Bobak
- February 4, 2008 February 4, 2008
- 12:08
Fading vision another sign boomers are aging
Dimming vision can mean clients misread prescription labels and miss out on fine print on securities documents
- By: Rosemary McCracken
- February 4, 2008 February 4, 2008
- 12:08
Integrate new team members
Ensure the new recruit understands the team’s goals, vision, expectations
- By: Monica Joseph-McIntyre
- February 4, 2008 February 4, 2008
- 11:51
Lessons learned
Terry Howard, a successful financial advisor, had reached a stage in his career at which a coach was not enough. What he needed in order…
- By: George Hartman
- February 4, 2008 February 4, 2008
- 10:20
Call in the Experts
Strengthen client relationships by letting investment counsellors manage your clients’ portfolios
- By: Jade Hemeon
- February 4, 2008 February 4, 2008
- 10:20
Set goals you know you can achieve
If you’re too ambitious, resolutions become more difficult to keep
- By: Dan Richards
- February 4, 2008 February 4, 2008
- 10:20
Do you need a coach or a mentor?
They are not the same. A coach helps you develop specific skills, while a mentor focuses on life development
- By: George Hartman
- February 4, 2008 February 4, 2008
- 10:20
Make your Web site an attraction
Clients will visit your site if you promote it well and provide good information
- By: Monica Joseph-McIntyre
- February 4, 2008 February 4, 2008
- 10:20