Practice

What sixtysomethings expect from their advisors Fallback Image Decorative pattern

Planning and Advice

What sixtysomethings expect from their advisors

Client expectation: Why would I use an advisor? Are they worth their fees, or are they simply shills for the market? – William Beach, 65, triple dipper (pension, OAS and CPP), grandfather extraordinaire, Edmonton Advisor solution: Terry Ritchie director of cross-border wealth services at Cardinal Point Capital Management, Calgary Investors with advisors report greater confidence, […]

April 13, 2017

4 min read

Time for advisors and robos to declare a truce Time for advisors and robos to declare a truce

Industry

Time for advisors and robos to declare a truce

After all, research reveals investors want hybrid services

By Staff |April 12, 2017

2 min read

Advise clients wanting to join boards Fallback Image Decorative pattern

Planning and Advice

Advise clients wanting to join boards

Helen Lee* has been asked to be a director of Wynn Energy, a publicly traded company based in Ontario that generates and sells wind power. While she’s an energy expert, Helen has never been a director on a public board. She currently holds more than $500,000 in investments in other energy companies (mostly oil) and […]

By Allan Tong |April 10, 2017

6 min read

How taxes impact asset allocation Fallback Image Decorative pattern

Planning and Advice

How taxes impact asset allocation

The relationship between a change in pre-tax asset allocation and after-tax income isn't a simple one.

By Staff |April 5, 2017

2 min read