Practice

Decorative pattern

Planning and Advice

When tragedy strikes

(September 2006) As advisors, we get faced with difficult choices. Among them are clients weathering financial storms. Do we invest the extra time and trouble in their situations? Or do we cut back in service after they’ve withdrawn a significant portion of their investments? Do we “cull” them if they are no longer profitable? Hopefully, […]

By Beasley Hawkes |September 19, 2006

3 min read

Decorative pattern

Planning and Advice

Evaluating risk tolerance: A sample questionnaire

(September 2006) One of the hardest things for any financial planner to come to grips with is a client’s risk tolerance. As an investment planner, it is your job to translate subjective feelings into something more objective that can be used to guide the construction of an investment portfolio. Unfortunately, there is no standard measurement […]

By Financial Planning Practitioner's Guide |September 12, 2006

5 min read

Decorative pattern

Planning and Advice

Implementing a life-planning approach

(September 2006) Do you want to incorporate a life-planning approach in your practice, but don’t know where to begin? Below are six steps for implementing a life-planning approach to get you started. To learn more about why you should consider a life planning approach, please click here. 1. Client discovery program. The key to becoming […]

By Barry LaValley |September 8, 2006

2 min read

Decorative pattern

Planning and Advice

The new Venture Philanthropy dialogue

(September 2006) "We must perform a kind of Copernican revolution and give the question of the meaning of life an entirely new twist, to wit: It is life itself that asks questions of man. He should recognize that he is questioned, questioned by life; he has to respond by being responsible; and he can answer […]

By Mitch Anthony |September 5, 2006

5 min read

Decorative pattern

Planning and Advice

Talking to clients: Segregated funds

(August 2006) Interested in talking to clients about segregated funds but don’t know where to start? Use the following checklist as a guide to make sure you cover all the bases: Introduction to the concept Investing in segregated or “seg” funds is similar to buying into a mutual fund — a large number of individual […]

By Staff |August 28, 2006

3 min read

Decorative pattern

Planning and Advice

Read it and don’t weep

(August 2006) I’ve been to at least a half dozen industry conferences recently and there’s a good deal of chatter in the hallways about the second round of practice examinations being conducted by the Mutual Fund Dealers Association. And a lot of people are saying they don’t know what to expect from examiners, or what […]

By Philip Porado |August 22, 2006

4 min read

Decorative pattern

Planning and Advice

The 15 minute practice assessment

(August 2006) How is your practice doing? No, I don’t mean how much revenue you brought in last quarter. I mean, is your practice satisfying you? Are you happy with the number and quality of clients you serve? Are you professionally challenged? Are you excited and energized by your work? Do you get a "charge" […]

By Jeff Thorsteinson |August 21, 2006

6 min read

Decorative pattern

Planning and Advice

Putting the

For more great content from Fidelity, please visit our Advisor Center exclusively on Advisor.ca Many investors leave investment planning to chance, making it up as they go along. This one-pager gives them important tips on saving and helps them understand the key role of a financial advisor. Click here to learn how to be a […]

By Staff |August 15, 2006

1 min read

Decorative pattern

Planning and Advice

Reliable cash flow plus tax advantages

For more great content from Fidelity, please visit our Advisor Center exclusively on Advisor.ca Your clients need cash flow in retirement, but income tax will reduce it. How can you maximize cash flow for your clients while minimizing their current tax bill? Fidelity T-SWP provides healthy cash flow from investments while deferring income tax as […]

By Staff |August 15, 2006

1 min read

Decorative pattern

Planning and Advice

Health care insurance policies review: A checklist

(August 2006) Need some help evaluating your clients’ health care insurance? Use this checklist from the Financial Planning Practitioner’s Guide — created by the Canadian Institute of Financial Planners — to review the adequacy of existing extended health, critical illness and long-term care insurance policies, or to identify factors that should be considered when choosing […]

By Financial Planning Practitioner's Guide |August 1, 2006

3 min read

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