Planning and Advice

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Planning and Advice

Group assets play vital role in planning

This Advisor.ca Special Report is sponsored by: A Group RRSP represents an item on your client’s balance sheet that can’t be ignored. Contributions, investments and performance of this account all play a part in your client’s overall financial plan, and ultimately in your relationship. Free money is a good thing For many, this salient point […]

By Kathleen Peace |September 14, 2010

3 min read

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Planning and Advice

Should you incorporate?

Like many other topics, incorporation is one of those perennial subjects of importance for advisors and their clients.

By Mike George |September 1, 2010

3 min read

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Planning and Advice

How to get noticed

Sometimes the best advice comes from our peers, so we visited the advisor.ca forums to see what’s going on in the trenches. What we found, among lively debates and reaction to the latest industry news, was a veritable gold mine of guidance on what to do — and not do — to build a more successful practice.

By Nancy Turner |September 1, 2010

3 min read

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Planning and Advice

Start transitioning early

That great rush of enthusiastic investors who found 24-hour financial networks, the Internet and their 40th birthday all in the same decade are now retiring. So are the proud, fierce tribes of financial advisors who sprung from that demographic and prospered.

By Will Wood |September 1, 2010

6 min read

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Planning and Advice

Advisors weigh in on debt

As promised, in this column I will reveal the results of my very unscientific yet telling poll. If you read my last Advisor.ca article ’Ask Them Yourself’ you may have noticed the survey I created for advisors to answer. You may have even taken the time to follow the link and weigh in. On top […]

|August 27, 2010

5 min read

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Planning and Advice

Tech every advisor needs – Part 1

There are a few pieces of technology I just can’t live without when conducting business – and surprisingly a Blackberry doesn’t make the list. These seven pieces of technology have changed how we do business so significantly that we can’t live without them. Each bit of technology has already paid for itself many times over. […]

By Mathieu Paradis |August 24, 2010

4 min read

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Planning and Advice

Of horses and regulators

Isn’t it interesting how some of the best life lessons we can ever learn come from animals? Ok, I’m a bit fanatical about animals and my bond with horses in particular is one of the great sustaining truths in my life but the analogies between training a horse and dealing with a regulator are really […]

By Stephanie A. McManus |August 19, 2010

4 min read

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Planning and Advice

Gift giving: The thought, timing matters

Sure, advisors take care of financial matters for their clients but there’s a personal side to the advisory business that should be nurtured as seriously and conscientiously as any investment portfolio. Fostering a deeper connection between broker and client creates a sense of interpersonal obligation that has become essential to client retention. Most advisors already […]

By Laura Curtis Ferrera |August 16, 2010

3 min read

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Planning and Advice

Retiring before your mortgage

What do you do when your client enters retirement with a mortgage or other debt? It happens all the time. In fact, the stats show us that 40% of Canadians are retiring with debt and some are even accruing debt in retirement. At this point it’s too late to avoid retiring with debt, so what […]

|August 11, 2010

6 min read

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Planning and Advice

Be your clients’ best info source

As concerns about the European debt crisis continue and as signs emerge that the economic recovery is slowing, it’s a good time to think about how your clients might be reacting to what they are hearing and seeing and what you can do to give them some perspective. You can do this by helping them […]

By Peter Drake |August 10, 2010

6 min read

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