Practice

Coping with aging clients

Michael Berton, a Senior Financial Planner with Assante Financial Management in Vancouver, knew his client’s mental faculties were slipping when he started getting weekly phone calls.

By Leigh Doyle |June 1, 2011

12 min read

Planning and Advice

Advisors applaud coalition, but wonder about teeth

In an effort to stem the flow of non-certified financial planners in Canada, five financial planning organizations have formed the first-ever Coalition for Professional Standards for Financial Planners. The Coalition will establish a common set of national standards to better protect Canadians.

By Staff |May 31, 2011

2 min read

Planning and Advice

Specialist or generalist? Which path to success?

To specialize or to generalize? This question faces financial advisors at different stages of their careers, from getting that first customer service job after college to mid-life transitions that fulfill one’s true professional calling. There is no right or wrong answer.

By Dr. Roberta Wilton |May 31, 2011

4 min read

Planning and Advice

B.C. team advises advisors

Business management involves more than crunching numbers and reacting to change. For Aileen Collings and Lisa Collins, a clear view of the big picture is crucial to maintaining the long-term health of a family business. Collings, a CFP with over 25 years’ experience in accounting and estate planning, and Collins, a professional wealth planner with […]

May 31, 2011

3 min read

What’s up, doc? Who would you rather be?

I think doctors have a very tough job; they are overwhelmed with patients and are trying their best to keep up with demand. Imagine though if they could choose how to run their practice -- determine pricing, services, amount of clients, etc.

5 min read