Jim Johnston does not toss water bottles in public parks. The director of environmental sustainability for Bank of Montreal doesn’t even use water bottles. That’s why his colleagues on the bank’s baseball team found it so funny when they caught him throwing an empty one that he had found on the field in the middle […]
Advisors may need to help clients deal with servicing their debts in the coming year
Whether it’s taking time out from a family holiday to return a phone call from a client or hosting a sushi-making class for a group of clients, Michael Savelson is a big believer in delivering a deep client experience. “We’re there whenever they need us to be there,” says Savelson, a personal financial planner with […]
Advisors should be aware of new tax-free savings accounts, as well as new RRSP and RRIF rules
Motivate clients, manage time and expect to make house calls
A calm voice of reason and reminders that we’ve been through this before can allay fears and keep clients invested
Feds follow lead of some provinces, which offer much more access to money; rules vary from province to province
Not all medical leaves work out successfully. Mac Dickson, 58, a registered financial planner with Dickson’s Complete Tax Service in Orillia, Ont., was forced to put his financial planning business on hold in 2000 when his kidney disease became too onerous. Without a contingency plan in place, he put his business in trust, splitting his […]
What would happen to your business if you got sick and had to take a year off?
If you don’t offer SRI, your clients may go looking for it from another advisor