Practice

Building, Managing Your Business Fallback Image Decorative pattern

Planning and Advice

Building, Managing Your Business

The transition from a successful advisor to a successful businessperson is a difficult one; experts share their tips on how to make it happen. The family office evolved Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these […]

By Staff |November 19, 2010

2 min read

Booming debt? Fallback Image Decorative pattern

Planning and Advice

Booming debt?

A recent series of surveys from TD Bank revealed some interesting differences between boomers and their debt across our country. Regardless of the liability landscape from coast to coast, the overarching conclusion of the national study was that 57% of boomers still had a mortgage. What I thought was more interesting was just how much […]

|November 16, 2010

4 min read

The compromised client Fallback Image Decorative pattern

Planning and Advice

The compromised client

Jack often talks about his stepdaughter. In the Richmond Hill, Ontario, long-term care facility where he lives, residents often chat about their families, but Jack’s repetitive stories focus on his suspicions—he thinks his stepdaughter is slowly withdrawing his money from their joint bank account. Familiar with his accusations, his nurses chalk the tales up to […]

By Sheila Avari |November 15, 2010

5 min read

Growing with a fee-based model Fallback Image Decorative pattern

Planning and Advice

Growing with a fee-based model

During the fee debate on Advisor.ca, one of the comments made was that it was impossible to grow a business without DSC commission. DSC and fee-based commissions are both viable models, however, in the end, I chose to grow my book without ever charging a DSC. The only way I survived those first lean years […]

By Mathieu Paradis |November 10, 2010

4 min read