Practice

2011 Distributors’ Summit – Advisor Audio Fallback Image Decorative pattern

Planning and Advice

2011 Distributors’ Summit – Advisor Audio

Listen and learn. Speakers at Advisor Group’s 2011 Distributors’ Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, and build a more business-friendly environment. If you missed the conference, or just want a refresher on what was covered, don’t worry. We’ve […]

By Staff |September 1, 2011

2 min read

Advisor Confidential | Martine Cunliffe Fallback Image Decorative pattern

Planning and Advice

Advisor Confidential | Martine Cunliffe

Martine Cunliffe, CIM, CFP TITLE: Director, Wealth Management, Portfolio Manager, Stenner Investment Partners, Richardson GMP Limited CITY: Vancouver IN BUSINESS: 17+ years BOOK SIZE: 31 relationships; net worth from $15 million to $750 million Investment philosophy Buy and hold. “I sniff out opportunities among out-of-favour asset classes or regions that can drastically turn due to […]

By Kanupriya Vashisht |September 1, 2011

2 min read

Upgrade your office for rich clients Fallback Image Decorative pattern

Planning and Advice

Upgrade your office for rich clients

Clients always seek sound returns and sage advice, but what also draws them to any financial advisor is personality—including the personality of the office. If you’re considering repositioning your firm to appeal to high-net-worth clients, how should you renovate your space to send the right message? And what will it cost? WHY YOU NEED IT […]

By Stuart Foxman |September 1, 2011

2 min read

Cross-border planning: updated Fallback Image Decorative pattern

Planning and Advice

Cross-border planning: updated

Given the number of Canadians who vacation in the U.S. each year, as well as those who move between borders for employment or other reasons, it’s important for financial advisors to be aware of the regulatory and income tax issues faced by clients who regularly spend time south of the border.

By Terry Ritchie |September 1, 2011

20 min read