Planning and Advice

Decorative pattern

Planning and Advice

The real estate talk

It’s hard not to be impressed by the performance of the residential real estate market over the past several years, particularly in Western Canada, where prices seem to be going nowhere but up. In the past 12 months, for example, the price of a detached bungalow has risen 47.4% in Edmonton, 23.9% in Calgary and […]

By Thane Stenner, Rod Bower, Rory O'Connor |August 28, 2007

5 min read

Decorative pattern

Planning and Advice

The Puf Principle

(September 2007) Psychologists say the single greatest need of a human being is to feel appreciated. Similarly, I suggest that your clients’ biggest need is to know that you care. The topsy-turvy markets of the past month have provided each of you with an immense opportunity to demonstrate this care. Many of our clients have […]

By Shawn O'Brien |August 28, 2007

3 min read

Decorative pattern

Planning and Advice

Legally speaking: Bank insurance, consumer rights

(September 2007) The Wild West of bank-promoted insurance has been roped by the Supreme Court of Canada. A recent decision, Canadian Western Bank et al. v. Her Majesty the Queen in Right of Alberta, is a significant improvement for consumer rights and will likely have a significant impact on the manner in which Canadian banks […]

By Harold Geller |August 28, 2007

3 min read

Decorative pattern

Planning and Advice

The right fit

(August 2007) The high-net-worth marketplace in Canada is booming. With a projected growth rate of nearly 88% over the next seven years, it’s a hotbed of opportunity for advisors across all wealth-management channels, says Earl Bederman, who spoke at a marketing wealth management conference in May. At the end of 2006, the wealth market in […]

By Heidi Staseson |August 27, 2007

7 min read

Decorative pattern

Planning and Advice

Capital punishment

(August 2007) If you conduct your advisory practice through an employee-employer relationship, as opposed to being self-employed, no doubt you’re aware that your ability to deduct expenses is much more restrictive than if you owned your own business. Each year, several tax cases make their way to Tax Court in which employees attempt to write […]

August 27, 2007

4 min read

Decorative pattern

Planning and Advice

Exit planning: Successfully reaching qualified buyers

Building a practice is no easy task, but when the time comes time to sell you want to make sure you’re getting the best possible deal. Unfortunately, many advisors don’t know the first thing about putting their business up for grabs.

By Cindy Jenner Cowan |August 21, 2007

4 min read

Decorative pattern

Ways to approach wills and insurance

(August 2007) A life insurance policy is the one financial product that your client is probably not keen to see paid out anytime soon. But like a will, life insurance is an estate planning tool that will bring certainty to a client’s legacy. Corry Collins, a CFP and chartered life underwriter at Halifax-based Living Benefits […]

By Mark Noble |August 17, 2007

4 min read

Decorative pattern

Planning and Advice

The newest Quotential portfolio: global diversification, balanced exposure in one solution

A simple solution for global and asset class diversification: the newest Quotential portfolio Are your clients looking for global exposure that provides both capital preservation and long-term growth potential? Quotential Global Balanced Portfolio delivers globally diversified fixed income and equities investments in a single solution. Our newest portfolio in the Quotential® Program offers: For more […]

By Staff |August 14, 2007

1 min read

Decorative pattern

Planning and Advice

Dollars, sense and (client) sensibilities

This year, for the first time ever, we’ve surveyed clients as part of our Sixth Annual Dollars & Sense Survey to get their take on your service. The numbers are in and there is some good news to report, but unfortunately there’s also a world of disconnect between the ideals you espouse and the reality […]

By Deanne Gage |August 11, 2007

4 min read

Decorative pattern

Planning and Advice

It’s all about SERVICE

The results from our Sixth Annual Dollars & Sense Survey are in. Every year we survey advisors to learn what you earn, to see how the industry changes from year to year and to find out about your practice challenges. This year, for the first time ever, we also took time out to talk to […]

August 11, 2007

2 min read

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