Take the opportunity to plan next year’s contributions
Retail investors in Ontario now have access to securities that previously were available only to accredited investors
Some conventionally held beliefs can harm your clients
The discussion must be personal because every client is unique
Remind them that market movements are cyclical
Some clients will worry more than others. Your job is to reassure them
The discovery process never ends as changes occur in clients’ lives
Keeping clients informed helps ensure loyalty
Effective use of verbal and non-verbal skills takes practice and experience
Low commodities prices, rising interest rates and political instability will hamper emerging markets outside Asia. But fund portfolio managers see upside in some industries