Keith Thomson, a partner and financial planner with Stonegate Private Counsel LP in Toronto, has found his most appreciated client appreciation effort is actually not a gift to his clients at all but a donation to the charity of their choice.His matching program for charitable gifts — to a maximum of $250 a client — […]
From venue to menu, there are a lot of details to take care of when planning an event, and often an event planner can be worth his or her weight in gold by making sure everything runs smoothly. For creative ideas to make your event stand out from the many other experiences on your clients’ […]
With many clients moving from the asset-accumulation stage of life to living off the income from those assets, one question comes sharply into focus: will your client have enough money to last his or her lifetime?Although you can help working clients calculate the number of years until retirement, and from there deduce how much they […]
The key to successful client appreciation is to customize and individualize your message to each client
CIM’s James Morton points to emerging markets’ hard-working, young populations as drivers of growth
With clients looking to take their portfolios global, the big issue for advisors is how much they should send overseas
With the recent in-troduction of a new line of guaranteed invest-ment funds, IA Claring-ton Investments Inc. of Toronto is combining the investment expertise of its stable of fund managers and subadvisors with the financial strength and insurance expertise of its parent company, Industrial Alliance Insurance and Financial Services Inc.IA Clarington GIFs are a family of […]
A tight control on costs and a $150-million limit on each fund’s assets are aimed at getting the most for clients, says president
Take an unassuming approach, like TV detective Colombo. Ask questions, listen, take notes
GGOF was known for its income products, but tax changes showed the firm’s vulnerability