Projecting retirement income
RRIFmetic allows you to compare projections based on various savings and investment strategies
- By: James Cripps
- April 4, 2006 April 4, 2006
- 10:07
Latest news in Building Your Business
Love of horses spurs niche firm
Customer service and product knowledge are critical for Aurora business
- By: Wendy Cuthbert
- April 4, 2006 April 4, 2006
- 10:07
Home sweet home may become bittersweet
Even seniors who know it’s time to move out of their home may need some assistance
- By: Rosemary McCracken
- April 4, 2006 April 4, 2006
- 10:07
Disclosure system tells insider story
But the SEDI Web site is as user-friendly as a rusting, three-wheeled shopping cart
- By: Glenn Flanagan
- April 4, 2006 April 4, 2006
- 10:07
Build loyalty by tailoring products and services to clients
If your only loyalty-building strategy is to increase contact with your clients, you could be wasting a lot of time and resources
- By: Julie Littlechild
- April 4, 2006 April 4, 2006
- 10:07
There’s a new Vista on the horizon
Microsoft’s newest computer operating system improves security, data management and connectivity
- By: Jim Middlemiss
- April 4, 2006 April 4, 2006
- 10:07
Good advice in free online book
Focus on what you do best, farm out everything else, use a system that can be repeated
- By: George Hartman
- April 4, 2006 April 4, 2006
- 10:07
Beware of the time lag between application and delivery
The advisor is responsible for making certain no change has taken place that would nullify a life insurance policy
- By: Stewart Lewis
- April 4, 2006 April 4, 2006
- 10:02
Remember to exercise, eat veggies and learn skills
Most of us will experience a decline in memory as we get older, but there are several ways to promote brain health
- By: Wendy Cuthbert
- April 4, 2006 April 4, 2006
- 10:02
Pampered clients cut advisor’s profit margin
Her mistake was to spend almost as much on marketing to A and B clients as they contributed in revenue
- By: George Hartman
- April 3, 2006 April 3, 2006
- 14:53
Help clients make transition from work world to retirement
Two new designations offer education about understanding the aging process, nutrition, housing, preparing for the death of a spouse
- By: Gordon Powers
- April 3, 2006 April 3, 2006
- 14:53
What’s new for the 2005 income tax year
The deadline for filing personal income tax returns this year is May 1, and some other changes
- By: Stewart Lewis
- April 3, 2006 April 3, 2006
- 14:53
Getting older, getting better
Don’t count aging advisors out. In addition to valuable books, they have knowledge, experience, wisdom and social skills to pass along to younger colleagues
- By: Grant McIntyre
- April 3, 2006 April 3, 2006
- 13:59
Former banker finds fertile ground
Forced into “retirement,” Michael Mulcahy grows a thriving advisory practice
- By: Grant McIntyre
- March 6, 2006 March 6, 2006
- 16:01
Change in client’s habits feathers retirement nest
Advisors can promote education, wiser spending choices, better savings strategies and borrowing for the future
- By: Talbot Stevens
- March 6, 2006 March 6, 2006
- 16:01
SEDAR’s site a boon to financial data detectives
The best place to sniff out financial documents on the Web is getting bigger by the day
- By: Glenn Flanagan
- March 6, 2006 March 6, 2006
- 16:01
When the stylus proves mightier than the pen
Microsoft’s Tablet PC operating system has not sold in huge numbers, yet the product has a number of hidden charms
- By: Danny Bradbury
- March 6, 2006 March 6, 2006
- 16:01
With support, aging clients can stay at home
Grab bars in bathrooms, wider doorways for wheelchairs, call-in emergency systems all add to seniors’ independence
- By: Rosemary McCracken
- March 6, 2006 March 6, 2006
- 16:01
Smart advisors delegate work
You’re in the business of trust — so show you trust your team with key jobs
- By: Monica Joseph-McIntyre
- March 6, 2006 March 6, 2006
- 16:01
Words of wisdom to help you succeed
“We cannot direct the wind, but we can adjust the sails” — and other uplifting quotations
- By: George Hartman
- March 6, 2006 March 6, 2006
- 16:01
By defining his role, advisor gets back on track
Promising career was almost derailed when advisor tried to manage all aspects of his new advisory practice
- By: George Hartman
- March 6, 2006 March 6, 2006
- 15:34
Share units the new way to top up paycheque
Important tax considerations for clients who receive this type of remuneration from their employers
- By: Stewart Lewis
- March 6, 2006 March 6, 2006
- 15:34
How to deal with the client from hell
Although a stake through the heart might tempt, there are better ways to deal with a problem client
- By: Grant McIntyre
- March 6, 2006 March 6, 2006
- 15:34
Every breath you take can affect your health
Sick building syndrome can cause headaches, dizziness, fatigue and irritation of the eyes, nose and throat
- By: Lara Hertel
- March 6, 2006 March 6, 2006
- 15:34
A matter of trusts
When set up properly, a trust can preserve estate capital and help ensure the needs of intended beneficiaries are met. By learning about trusts, you…
- By: Stewart Lewis
- March 6, 2006 March 6, 2006
- 15:34