Newfoundland planner got early start in investing
A high-school teacher introduced Millicent Hicks to saving for the future; now she is a TD Waterhouse financial planner
- By: donalee Moulton
- March 5, 2007 March 5, 2007
- 13:01
Latest news in Building Your Business
Conversation starters — take a big-name approach
Some advisors feel discomfort in bringing up topics that touch on a client’s deeply personal issues, such as their willingness to share with others, their…
- By: Jade Hemeon
- March 5, 2007 March 5, 2007
- 13:01
Going fee-only is just the first decision
How much to charge and whether to bill by the hour or by the service can be determined by asking a series of questions
- By: Maureen Halushak
- March 5, 2007 March 5, 2007
- 13:01
Companies show they care
Whether your business is a small, one-person office or a large, multi-tentacled financial empire, your company can raise its consciousness and its profile as a…
- By: Jade Hemeon
- March 5, 2007 March 5, 2007
- 13:01
Buying online can save time, money
Direct sellers offer tens of thousands of high-tech products on the Internet that can be delivered right to your door
- By: Glenn Flanagan
- March 5, 2007 March 5, 2007
- 13:01
Converting to a fee-based practice
How does an advisor deal with clients who don’t fit the new business model?
- By: George Hartman
- March 5, 2007 March 5, 2007
- 13:01
Become a guide to giving
Helping your clients with their philanthropy will make you an invaluable resource
- By: Jade Hemeon
- March 5, 2007 March 5, 2007
- 13:01
Travel insurance critical — even inside Canada
And an accident during a quick foray across the border could cost uninsured senior clients their homes
- By: Rosemary McCracken
- March 5, 2007 March 5, 2007
- 13:01
Building a book means building trust
Financial planning isn’t all about investments. Indeed, that may be the least of it, says Millicent Hicks, a planner with TD Waterhouse Canada Inc. in…
- By: donalee Moulton
- March 5, 2007 March 5, 2007
- 13:01
The secret to using motivational tools
If you find a message that hits a personal note, write it down and practise what you have learned
- By: Celia Milne
- March 5, 2007 March 5, 2007
- 13:01
Better due diligence demanded of banks, brokers
Make sure clients have title insurance to protect themselves from mortgage fraudsters; “drive-by” appraisals criticized
- By: Stewart Lewis
- March 5, 2007 March 5, 2007
- 13:01
Chief financial officer to Canada’s ultra-wealthy
Niche planners help with every aspect of a client’s finances, from investment management to wedding costs
- By: Wendy Cuthbert
- March 5, 2007 March 5, 2007
- 13:01
An ounce of fraud prevention…
Help clients prevent mortgage fraud by recommending that they:
- By: Stewart Lewis
- March 5, 2007 March 5, 2007
- 13:01
Develop pension strategies for would-be retirees
Many clients will have to make decisions about early retirement, bridge benefits, survivor benefits, Canada Pension Plan
- By: Monica Townson
- March 5, 2007 March 5, 2007
- 13:01
Preparing clients for a market pullback
To make the message stick, you have to find ways to repeat it
- By: Dan Richards
- March 5, 2007 March 5, 2007
- 13:01
Your cellphone: friend or foe?
Your mobile can be a nuisance if you don’t follow the basics of cellphone etiquette
- By: Monica Joseph-McIntyre
- March 5, 2007 March 5, 2007
- 13:01
Hahn stars in his own game
DS advisor swims, cycles, works out, skis, plays golf, volunteers
- By: Brian Lewis
- February 20, 2007 February 20, 2007
- 10:51
Credo: work hard and play hard
Jonathan Lund finds balance by piling his plate with as much as it can hold
- By: Lara Hertel
- February 20, 2007 February 20, 2007
- 10:51
Control growth, hire help, follow through
Sandy page isn’t the type of advisor to complain about how difficult it is to balance life and work. She had to motivate herself to work independently from…
- By: Wendy Cuthbert
- February 20, 2007 February 20, 2007
- 10:51
Interplay of home, work and life defines planner
A home office and the right support people make it easier for Sandy Page to keep her life in balance
- By: Wendy Cuthbert
- February 20, 2007 February 20, 2007
- 10:51
By managing his time, advisor can reach for new heights
Now that Andy Glavac no longer puts in 80-hour weeks, he has time for golf, writing, fundraising and skydiving
- By: Jade Hemeon
- February 20, 2007 February 20, 2007
- 10:51
Build your own work/life balance program
Big corporations may have the resources to put gyms, swimming pools and games rooms in their buildings to create a healthy work environment. But even…
- By: Grant McIntyre
- February 20, 2007 February 20, 2007
- 10:51
Too many balls in the air limit the time to follow through
When Terry Zavitz decided to become more active in Advocis two years ago — joining both her local and then the national board of directors…
- By: Maureen Halushak
- February 20, 2007 February 20, 2007
- 10:51
Physical and mental activity help your brain stay healthy
Take your brain for some exercise, follow a different route to work, brush your teeth with the other hand, learn a language
- By: Celia Milne
- February 20, 2007 February 20, 2007
- 10:51
No need to give up between-meal snacks
It’s healthy to eat fresh or dried fruit with a handful of nuts, a container of yogurt or even a latte
- By: Monica Joseph-McIntyre
- February 20, 2007 February 20, 2007
- 10:51