Planning and Advice

The family office evolved Fallback Image Decorative pattern

Planning and Advice

The family office evolved

Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these trends. The multi-family office (MFO) or virtual-family office (VFO) offers personalized asset management that mitigates against complexity and uses the latest technologies—without incurring the expense of a traditional […]

By Mariellen Ward |February 1, 2010

8 min read

Fundamentals helped firm flourish Fallback Image Decorative pattern

Planning and Advice

Fundamentals helped firm flourish

From a basement office in 1997 to a stand-alone building that houses their business and serves as a gathering point for more than a dozen local charity groups, O’Farrell Financial Services Inc. in Kemptville, Ont., has seen a lot of change in the past 13 years. But, amidst all the change, the firm has stuck […]

By Philip Porado |February 1, 2010

3 min read

Redefining retirement and your business Fallback Image Decorative pattern

Planning and Advice

Redefining retirement and your business

A year ago, advisors heard many clients announce they’d delay retirement. Fear was the flavour of the month. And, with losses mounting, a lot of advisors who’d been preparing to shift focus from accumulation to payout put the brakes on those plans and opted to stay on the asset-gathering course a little longer. But surging […]

By Philip Porado |February 1, 2010

2 min read

Growing income during retirement Fallback Image Decorative pattern

Planning and Advice

Growing income during retirement

Every RRSP season, we try to think up clever campaigns in an effort to mine retirement assets—I like to call it the Old Rush.

By Fred Pinto |February 1, 2010

7 min read