What provides more motivation for a group of financial services professionals looking to lose weight: the possibility of losing money — or losing face?According to Dan Richards, president of Strategic Imperatives Ltd. , shame proved a far more compelling motivation to hit the gym for a group of advisors this past year. Each member of […]
There’s nothing like ending the year on a high note. Advisors can raise a glass of cheer this year because clients are altogether happy with the service provided by their advisors.Earlier this year, Toronto-based consulting firm Advisor Impact Inc. surveyed some 35,000 clients in its database. According to Julie Littlechild, president of Advisor Impact, those […]
The false assumption that a common-law partnership has the same legal rights as a married couple could prove costly
President says becoming regulated as a trust company is key to its growth
Federation of Mutual Fund Dealers rallies the troops to make sure its concerns are heard
Parents should know about a new benefit, new credits and a higher ceiling
Even anonymous donors want the tax benefits
Canadian markets are having a good run, but experts say now is the time to use international investments to protect a portfolio
Don’t talk to John O’Connell or his team at RBC Dominion Securities Inc.’s The Harbour Group about client segmentation. He’ll hear nothing of it.“That ‘I’ll take your money sometimes’ approach doesn’t seem fair,” he says. He prefers to outline client expectations clearly in an investment policy statement and use that tool to ensure that clients […]
Harbour Group advisors have $2.4 bil. in AUM