Practice

Divorce divisions Fallback Image Decorative pattern

Planning and Advice

Divorce divisions

Statistics Canada tells us 37.7% of all Canadian marriages will end in a divorce before the 30th anniversary. And divorce before age 30 is becoming so common that it’s creating a demographic phenomenon: The starter marriage. Going through separation can be diffi cult at any time. It’s complicated by the fact that the Divorce Act, […]

By Patricia Bond and Erika Penner |May 1, 2009

7 min read

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Planning and Advice

Take her advice

For the past 50 years, the power and consistency of the feminist movement has created ideal conditions for the emergence of women in the advice channel who truly understand the importance of financial independence and value its attainment. And, no surprise, these women clients seek both like and like-minded financial professionals to guide them toward […]

By Donna Kerry |May 1, 2009

2 min read

Odd lots Fallback Image Decorative pattern

Planning and Advice

Odd lots

Failure, it is said, is of uncertain paternity, while victory has many parents. In the midst of a severe financial crisis, blame seeks a ready target. And yet, every financial crisis has a pattern that unfolds with predictable excesses, villains and scapegoats. If you canvass people who are distant from financial services, invariably they will […]

By Scot Blythe |April 29, 2009

3 min read

Dealing with client complaints Fallback Image Decorative pattern

Planning and Advice

Dealing with client complaints

There’s a particular advisor I’ll always remember. He said to me: “Keith, I tell every client the same story, and I want to share it with you.” He held up his right hand and asked me to pick a finger. Confused, I looked at him but decided to play along, hoping he wouldn’t ask me […]

By Keith Pangretitsch |April 16, 2009

4 min read