Practice

To Clients: Tax deadlines are looming Fallback Image Decorative pattern

Planning and Advice

To Clients: Tax deadlines are looming

(November 2009) Clients are often busy shopping for holiday gifts in December, so why not send them a letter reminding them that buying presents isn’t the only thing they need to do by the end of the year. This template letter explains to clients a few of the tax-related things they need to do before […]

By Staff |November 17, 2009

2 min read

Beyond asset allocation Fallback Image Decorative pattern

Planning and Advice

Beyond asset allocation

Historically, advisors have accepted the strategy of asset allocation as a great way to protect clients from risk while maximizing their potential returns over time. However, 2008 proved to us that no matter how well assets were allocated or diversified, this strategy just wasn’t enough to protect a lot of investors from the thrill ride […]

|November 12, 2009

4 min read

Celebrating Advice: The Bag Lady of Bay Street Fallback Image Decorative pattern

Planning and Advice

Celebrating Advice: The Bag Lady of Bay Street

Profile : Sandra Pierce Senior vice-president and investment advisor The Fox Pierce Segal Group Blackmont Capital Toronto Years in the business: 25 About me I help clients express their financial fears or concerns and educate them about the issues and solutions available. How I work with clients We definitely attract clients like us—very sensitive, thoughtful, […]

By Sandra Pierce |November 10, 2009

4 min read

Good questions equal good advice Fallback Image Decorative pattern

Planning and Advice

Good questions equal good advice

It should go without saying that financial advisors have a duty to know their clients. This means that they must inquire about their clients’ financial circumstances. How can a financial advisor go about this process without being intimidating and yet still manage to get the information they need to provide good advice? The answer may […]

By Harold Geller |November 9, 2009

3 min read