Planning and Advice

The better business model Fallback Image Decorative pattern

Planning and Advice

The better business model

I was at a conference recently and I bumped into my old friend Ellen Bessner, author of “Advisor at Risk”. We began chatting about the business. Even though we generally agree on the ‘lay of the land’, we had an interesting discussion about business models. Specifically, we were wondering if an asset-based fee or a […]

By John J. De Goey |August 5, 2010

4 min read

Unlocking wealth for business owners Fallback Image Decorative pattern

Planning and Advice

Unlocking wealth for business owners

While many business owners have generated significant wealth, their investments are often inaccessible – locked up in their corporation for tax-planning purposes. At some point, however, the business owner may want to liberate those assets, and how he or she does so will significantly impact after-tax cash flow. Most of the clients we see have […]

By Mike George |August 1, 2010

4 min read

Ask them yourself! Fallback Image Decorative pattern

Planning and Advice

Ask them yourself!

I get so excited when I get such a positive response from so many of you who have been reading my column, here on Advisor.ca. So I wanted to say “thank you”. I know so many are listening and preparing for change, if you aren’t down that road already. The last article I wrote attracted […]

|July 29, 2010

5 min read

Some rules aren’t meant to be broken Fallback Image Decorative pattern

Planning and Advice

Some rules aren’t meant to be broken

If someone asked me to come up with the two defining characteristics of financial markets, my answer would be “opportunity” and “risk”. The opportunity to make a good return on an investment and the risk that an investment will diminish in value. Both have been well-illustrated in the past three years. Unchecked, opportunity and risk […]

By Peter Drake |July 12, 2010

6 min read