Just what defines North American 20- and 30-somethings? The first thing that comes to mind is their reliance on the wired world. “This is the first generation to grow up with the Internet,” says Kavita Joshi, national manager of the client strategy group, student markets, at Royal Bank of Canada. “They don’t know what life […]
Bradley Roulston speaks regu-larly to graduating classes at post-secondary institutions. The advisor and founder of Roulston Financial Group, which has offices in Toronto and Vancouver, says most of his clients came to him as a result of these talks. Heralded a decade ago as Canada’s youngest certified financial planner, Roulston, now 33, naturally gravitated toward […]
Ensure that your clients who own small businesses are ready to make a safe transition to retirement
When an advisor mentions “succession,” what some clients hear is “death,” cautions Grant Robinson, a director at the SuccessCare Program in Guelph, Ont., which offers succession coaching, seminars and workshops for business owners and their advisors.“When you work with clients, you have to find out what’s important to them,” he says. He compares the initial […]
An audit can provide information on what a seller’s business is worth; a buyer can see whether it fits his or her current practice
Niche planners help with every aspect of a client’s finances, from investment management to wedding costs
You know your SIN and probably a few PINs, but do you know your BMI?BMI, or body mass index, is one of those figures that you hear tossed about in health circles. The number, which is your weight divided by the square of your height — it is much easier to get with a BMI […]
Employees give back to companies that offer them more — from in-house fitness centres to elder care and family baseball days
Toronto pilates instructor Laura Helsel says someone interested in trying Pilates should not join a drop-in class at the local gym because the instructor may not have enough training.“Pilates is popular, so management wants the people who work there to teach Pilates as well,” she says. But this casual approach to Pilates does not work […]
Sandy page isn’t the type of advisor to complain about how difficult it is to balance life and work. She had to motivate herself to work independently from home since she had her first child 12 years ago. “I learned to do what I had to do,” she says.Along the way, Page has learned some other ways to […]