Planning and Advice

Celebrating Advice: How to deconstruct client debt Fallback Image Decorative pattern

Planning and Advice

Celebrating Advice: How to deconstruct client debt

Dessa Kaspardlov Chief operating officer Kaspardlov Laverty & Associates/ Manulife Securities Windsor, Ont. Years in the business: 12 Other: author of new book, The Fireman and the Waitress About me I educate my clients about the difference between good and bad debt, and how to capitalize on the good while getting rid of the bad. […]

By Dessa Kaspardlov |October 1, 2009

4 min read

Cover Your Assets in three easy steps Fallback Image Decorative pattern

Planning and Advice

Cover Your Assets in three easy steps

I recently read an article about a Canadian Web site to help investors pursue their financial advisors for their investment losses. So I visited the site and, incredibly, its author had listed 156 separate grounds for a complaint. 156! Despite the site’s amateurish design, advisors need to pay attention to the key message: Clients are […]

By Harper Fraze |October 1, 2009

4 min read

Rule change makes it easier to control debt Fallback Image Decorative pattern

Planning and Advice

Rule change makes it easier to control debt

There hasn’t been a lot of positive financial news lately; so advisors with clients who have lost a business or a job, or are dealing with other serious money challenges should know that a valuable debt solution became more widely available last month. People struggling to resolve debt have a number of options, including consolidation […]

By Brian Pritchard |October 1, 2009

3 min read

Providing holistic advice requires coupling of skill sets Fallback Image Decorative pattern

Planning and Advice

Providing holistic advice requires coupling of skill sets

Every successful company has a CEO who provides leadership, direction and coordination to the overall business. And that CEO is usually supported by a strong team of executives with distinctive skills, who work closely to build the business. Imagine the mess if there were no direction or coordination, and if each member of the team […]

By Tom McCullough |October 1, 2009

3 min read