Conversation much more than a chat
Technology to help you learn more about your clients and respond to their unique needs
- By: Dwarka Lakhan
- April 3, 2007 April 3, 2007
- 10:35
Latest news in Building Your Business
The structure of a personal corporation matters
Reassessment approved by Tax Court after Canada Revenue Agency challenges the flow of income and expense charges
- By: Stewart Lewis
- April 3, 2007 April 3, 2007
- 10:35
The conversation everyone dreads
Clients who have elderly parents, or are elderly themselves, will appreciate guidance with tough issues
- By: George Hartman
- April 3, 2007 April 3, 2007
- 10:35
Tips to prevent halitosis are a breath of fresh air
Many family members and friends won’t tell you if you have bad breath — but, in the future, your cellphone might
- By: donalee Moulton
- April 3, 2007 April 3, 2007
- 10:35
Adding value matters most
Financial services traditionally has been built on relationships. But the foundation is shifting, says Bob Owens, CEO of Owens MacFadyen Group in Saint John, N.B.…
- By: donalee Moulton
- April 3, 2007 April 3, 2007
- 10:35
Renovation con artists could victimize unwary clients
Unscrupulous people take advantage of older Canadians who choose to renovate rather than move
- By: Rosemary McCracken
- April 3, 2007 April 3, 2007
- 10:35
Compensate staff in a way that gets results
Advisor’s senior and junior staff members “just stared” after they received equal $3,500 bonuses
- By: George Hartman
- April 3, 2007 April 3, 2007
- 10:35
Family referrals vs family wealth management
There is a big difference between offering family wealth-management services and building your business by asking clients for referrals to family members. However, if you…
- By: Grant McIntyre
- April 3, 2007 April 3, 2007
- 10:35
Get the whole family in the picture
Advisor Cathie Hurlburt routinely begins client meetings by asking her clients about their children and their parents. It is part of the certified and registered…
- By: Grant McIntyre
- April 3, 2007 April 3, 2007
- 10:35
Know your legal duties as an advisor
Your first duty is to make clients understand that accepting some risk is always a part of investing
- By: Matthew Rush
- April 3, 2007 April 3, 2007
- 10:35
Determining the true value of your business
An audit can provide information on what a seller’s business is worth; a buyer can see whether it fits his or her current practice
- By: Wendy Cuthbert
- April 3, 2007 April 3, 2007
- 10:35
Don’t let interpersonal conflict fester in your office
Watch for signs of frustration, avoid friction by knowing how employees work, find a mediator, resolve the situation
- By: Cynthia Innes
- April 3, 2007 April 3, 2007
- 10:35
Many reasons to consider loans
But investment and margin loans can be risky
- By: Catherine Harris
- March 5, 2007 March 5, 2007
- 15:06
Prospects for tobacco sector are smokin’
Increased growth in emerging markets and decreased litigation threats point to improving forecasts for tobacco companies
- By: Catherine Harris
- March 5, 2007 March 5, 2007
- 15:06
A lesser tool in the armory of investment analysis
The PEG ratio doesn’t work well in Canada because it reflects the widely varying correlation between earnings and stock prices
- By: Carlyle Dunbar
- March 5, 2007 March 5, 2007
- 15:06
Channel trading the options strategy for 2007
This strategy has a significant correlation with the U.S. presidential election cycle
- By: Richard Croft
- March 5, 2007 March 5, 2007
- 15:06
Analysts predict a big rebound for the biotech sector
Companies that use genetic engineering to seek cures are expected to begin catching up to the Big Pharma firms
- By: James Bagnall
- March 5, 2007 March 5, 2007
- 14:27
Learning the biotech lingo
The process of bringing a biotech product to market is filled with unique terms
- By: Lara Hertel
- March 5, 2007 March 5, 2007
- 14:27
Roll back the risk of investing in biotechnology
Pure biotech investments may not be the solution, so some managers steer investors toward broader health-care funds
- By: Gavin Adamson
- March 5, 2007 March 5, 2007
- 14:27
Biovail a tough pill to swallow
Faced with competition from generics, the big specialty pharmaceutical firm is increasing its research and development
- By: Catherine Harris
- March 5, 2007 March 5, 2007
- 14:27
Neurochem aiming for ground-breaking treatments
Quebec-based company is making significant progress in introducing drugs to treat Alzheimer’s and other severe diseases
- By: Cynthia Innes
- March 5, 2007 March 5, 2007
- 14:27
In a risky sector, two Canadian firms show promise
Analysts like Cardiome Pharma and Æterna Zentaris because the firms have track records and products in late stages of testing
- By: James Bagnall
- March 5, 2007 March 5, 2007
- 14:27
Horizons not yet clear for QLT
Its flagship product’s declining sales are cause for concern, but the firm has other products on the go
- By: Brian Lewis
- March 5, 2007 March 5, 2007
- 14:27
Advocate renews attack on financial services
Regrettably, almost all of the accusations in the revised Naked Investor are accurate
- By: George Hartman
- March 5, 2007 March 5, 2007
- 13:01
A building block for a small-business practice
Standard Life’s Business Markets Program helps advisors understand the needs of business owners and offers tools for serving them
- By: Dwarka Lakhan
- March 5, 2007 March 5, 2007
- 13:01