Practice

Decorative pattern

Planning and Advice

To Clients: The 2007 Federal Budget and your financial plan

Being proactive counts with clients. Send out this letter to show them you are up to date on current affairs. Dear [Client/Prospect name], As you know, Finance Minister Jim Flaherty delivered his second federal budget on Monday in Ottawa. This budget has many items that could affect your financial plan and present additional savings and […]

By Staff |March 19, 2007

2 min read

Decorative pattern

Planning and Advice

Legally speaking: Goodwill undone

(March 2007) Identical wills, mutual wills, mirror wills — as long as clients have a will at all they’re ahead of the game, right? Wrong. Couples, whether they’re married couples, business partners, life partners, relatives or friends who have shared assets, often create wills that are intended to protect and benefit the surviving spouse or […]

By Harold Geller |March 14, 2007

5 min read

Decorative pattern

Planning and Advice

Stop digging

(March 2007) Regulators don’t like to be kept waiting. And if one’s singled you out, it really doesn’t make sense to deprive the examination staff of information. For some reason, that hasn’t completely sunk in with everyone in this industry. During the course of a year, a read-through of regulatory actions from the Investment Dealers […]

By Philip Porado |March 7, 2007

4 min read

Decorative pattern

Planning and Advice

Good news! Three years of steady cash flow.

For more great content from Fidelity, please visit our Advisor Center exclusively on Advisor.ca Fidelity Monthly Income Fund is celebrating three years of providing investors with a balance of steady income and growth. > Learn more about Fidelity Monthly Income Fund. > Investor brochure (PDF) > View postcard (PDF) February 2007

By Staff |February 13, 2007

1 min read

Decorative pattern

Planning and Advice

Fostering teamwork

(February 2007) How strong is your team? It’s an important question — for those working with the high-net-worth population, a critical question. It’s not possible for a single professional to address the myriad financial challenges that a HNW client might conceivably encounter over the course of their lives. There simply isn’t enough time in the […]

By Thane Stenner, Rod Bower, Rory O'Connor |February 12, 2007

4 min read

Decorative pattern

Planning and Advice

Talking to clients: Leveraged investing

(February 2007) As the RRSP contribution deadline approaches, some clients might be considering options and strategies that include borrowing to invest. For some, the strategy works. For the right client, one with a steady cash flow that allows regular interest and principal payments, assets made available through a loan, properly invested, can increase wealth — […]

By Mark Noble |February 9, 2007

4 min read

Decorative pattern

Planning and Advice

Earn client confidence: an eight-point checklist

(February 2007) “If you have confidence in your lure, you will catch fish,” says one of the millionaires interviewed by Thomas J. Stanley in his book The Millionaire Mind. There’s wisdom for advisors in those words. When it comes right down to it, confidence is the key to success in this business. Everything you do […]

By Jeff Thorsteinson |February 5, 2007

4 min read

Decorative pattern

Planning and Advice

Talking to clients: Tax changes for 2006 & 2007

(January 2007) Are your clients paying the government too much tax? There is a good chance they are. According to a recent poll conducted by Environics Research Group for H&R Block Canada, more than half of Canadians are unaware of new tax credits made available in 2006. For example, less than 5% of Canadians surveyed […]

By Staff |January 25, 2007

3 min read

Decorative pattern

Planning and Advice

Good help — harder to find than ever before

(January 2007) If financial advisors hope to be competitive in 2007 they’ll need a good administrative assistant by their side. Finding the right employee, however, is going to cost more than ever before. In fact, a recent survey from Robert Half International and their subsidiary administrative staffing firm, OfficeTeam, suggests salaries in the Canadian financial […]

By Bryan Borzykowski |January 24, 2007

4 min read

Decorative pattern

Planning and Advice

Legally speaking: When changing dealers

Last week we reported on a recent British Columbia Court of Appeal decision that awarded punitive damages in a case where RBC Dominion Securities sued several defecting advisors and Merrill Lynch Canada for “dangling various inducements” and encouraging them to bring client records before leaving DS. Click here to read more. Punitive damages aside, the […]

By Staff |January 22, 2007

6 min read

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