Practice

De Goey: Cobalts and Geos Fallback Image Decorative pattern

Planning and Advice

De Goey: Cobalts and Geos

Marketing is so pervasive these days that it is often hard to distinguish between truth and the self-serving positioning. The financial services industry has long played a tacit game regarding costs, where product manufacturers and distributors downplay the importance of cost in order to maximize revenues. The inescapable truth is the more a product or […]

By John J. De Goey |May 12, 2010

3 min read

Protecting your client’s pockets Fallback Image Decorative pattern

Planning and Advice

Protecting your client’s pockets

You’ve all seen the commercial. A guy is out for a jog with a banker’s hand jammed into the back pocket of his seventies style short-shorts, picking his pocket during the run. I bet you can even remember the song in your head. “Hands in my pocket” is what Jim Guthrie sings then the announcer […]

|May 10, 2010

4 min read

Making the leap to IIROC (Part 2) Fallback Image Decorative pattern

Planning and Advice

Making the leap to IIROC (Part 2)

The first three months: The good, the bad, the ugly and the paperwork In the previous article I shared the rationale of our decision to move from the MFDA to IIROC. Part Two will go through the nuts and bolts of the move and how things are now that the dust has settled. It’s official, […]

By Robert Abboud |May 5, 2010

5 min read

What clients really want Fallback Image Decorative pattern

Planning and Advice

What clients really want

Of the following, what do you think clients said they personally require the most from their advisors in our company’s client survey. A) Information on financial markets. B) Research/updates on specific investments. C) An investment policy statement. D) None of the above. The answer is (D). In fact, the best showing from the list above […]

By Mathieu Paradis |May 3, 2010

4 min read