Home Rosemary McCracken

Mark Hudon uses the lessons he has learned as an Ironman triathlete to help his clients reach their goals. Training for a triathlon and following a financial plan both require preparation, persistence and discipline

  • September 21, 2014 March 1, 2019
  • 23:00

Thanks to Barry Desrosiers, a Grade 6 class in Calgary gets to learn the ins and outs of starting and running a business and contributing to a worthwhile charity. "It's like teaching a new language," Desrosiers says, "but one I speak every day"

  • February 15, 2014 August 19, 2019
  • 00:00

Regulators are reporting a large number of complaints involving seniors’ accounts. Following a recent meeting on the issue, they are developing new guidance for advisors

  • November 12, 2013 April 6, 2019
  • 13:46

LYNNE TRIFFON SAYS THE most crucial part of her job as a financial planner is to deepen her clients’ knowledge of finance and investing so that they can make informed decisions. “That’s what a good financial planner does,” says Triffon, vice president with T. E. Wealth in Vancouver. “In educational seminars, I tell people to […]

  • September 19, 2012 May 31, 2019
  • 23:00

Two DundeeWealth advisors in Ancaster, Ont., have teamed up to provide both planning and investment advice to middle-aged, middle-income working families

  • December 5, 2011 March 1, 2019
  • 15:30

Working with older clients who are approaching retirement or already there can lead to more situations in which end-of-life tasks loom large

  • November 14, 2011 March 1, 2019
  • 14:57

What the pros say

  • May 30, 2011 March 1, 2019
  • 10:04

Getting new business through existing clients and centres of influence has become an art. The process requires trusting relationships and the skill to spread the word among those most likely to benefit from your type of service

  • May 30, 2011 March 1, 2019
  • 10:04

Financial advice and emotional support

  • April 4, 2011 March 1, 2019
  • 10:57

After your client dies, your advice and support can be of immeasurable value to a family and an executor who may be struggling to complete the complex process of settling the estate

  • April 4, 2011 March 1, 2019
  • 10:57