Practice

Securing clients for life:Part Two Fallback Image Decorative pattern

Planning and Advice

Securing clients for life:Part Two

“I think karmically,” says Michael Kay, a CFP based in Livingston, New Jersey. “I do pro bono work, referred by friends or members of the clergy, for people who need financial advice but have an inability to pay. We’re in a helping profession and if we can help someone gain stability and financial direction, we will.” Kay does just that, even though his investable asset minimum is $750,000.

By Sheila Avari |May 6, 2011

7 min read

Ways for women to opt back into workforce Fallback Image Decorative pattern

Planning and Advice

Ways for women to opt back into workforce

Women in Capital Markets (WCM) and BMO Capital Markets have created an award to help women re-establish careers in finance after an extended absence: the BMO Women in Capital Markets Return to Bay Street Award. “There are many reasons women opt out of the workforce,” says Martha Fell, CEO of WCM. But the return can […]

By Melissa Shin |May 6, 2011

1 min read

Attracting the affluent Fallback Image Decorative pattern

Planning and Advice

Attracting the affluent

Competition among firms catering to Canada’s financial elite will continue to be stiff

By Dean DiSpalatro |May 5, 2011

6 min read

Securing clients for life: Part One Fallback Image Decorative pattern

Planning and Advice

Securing clients for life: Part One

A few months ago, two respected money management firms — one bank-owned brokerage and one discretionary investment counsel — made compelling pitches to an ultra-conservative Toronto couple on how they would manage the couple’s $2 million non-registered portfolio.

By Sheila Avari |May 5, 2011

4 min read