Practice

The CRTC, your new regulator Fallback Image Decorative pattern

Planning and Advice

The CRTC, your new regulator

(August 2008) If you think the CRTC’s do-not-call legislation won’t affect advisors, you could be in for a surprise when September 30 arrives. Calls to existing clients are exempt from the legislation if you’ve been in contact with these clients within 18 months, but calls to prospects and referrals are no longer fair game for […]

By Deanne Gage |August 13, 2008

7 min read

New rules! To call or not to call, that is the question Fallback Image Decorative pattern

Planning and Advice

New rules! To call or not to call, that is the question

(August 2008) Cold-calling can be a very effective tool to find new clients and sell new products or services to current clients. Smaller financial institutions, dealers, agencies and their registered or licensed individuals, including those who act independently, often rely on telemarketing organizations. These companies or individuals provide technical resources and personnel to qualify leads […]

By Richard Austin |August 11, 2008

4 min read

Full service for the affluent (Your basics won’t cut it) Fallback Image Decorative pattern

Planning and Advice

Full service for the affluent (Your basics won’t cut it)

(August 2008) New evidence is being put forth, this time by education provider Canadian Securities Institute (CSI), in support of using the quarterback business model to attract and retain wealthy clients. This is not a stunning revelation, particularly for those already serving higher-net-worth investors, but the study, entitled What Affluent Clients Want, released in support […]

By Kate McCaffery |August 7, 2008

4 min read

Adversity options Fallback Image Decorative pattern

Planning and Advice

Adversity options

Real estate and foreign equities did a little worse, but not much. The appreciation in residential real estate and vacation properties, while not at these levels, was still impressive. For savers and homeowners these have been the best of times. But those with longer memories know that the times are not always good. While Canadian […]

By Malcolm Hamilton |August 1, 2008

3 min read