Planning and Advice

Good news! Three years of steady cash flow. Fallback Image Decorative pattern

Planning and Advice

Good news! Three years of steady cash flow.

For more great content from Fidelity, please visit our Advisor Center exclusively on Advisor.ca Fidelity Monthly Income Fund is celebrating three years of providing investors with a balance of steady income and growth. > Learn more about Fidelity Monthly Income Fund. > Investor brochure (PDF) > View postcard (PDF) February 2007

By Staff |February 13, 2007

1 min read

Fostering teamwork Fallback Image Decorative pattern

Planning and Advice

Fostering teamwork

(February 2007) How strong is your team? It’s an important question — for those working with the high-net-worth population, a critical question. It’s not possible for a single professional to address the myriad financial challenges that a HNW client might conceivably encounter over the course of their lives. There simply isn’t enough time in the […]

By Thane Stenner, Rod Bower, Rory O'Connor |February 12, 2007

4 min read

Talking to clients: Leveraged investing Fallback Image Decorative pattern

Planning and Advice

Talking to clients: Leveraged investing

(February 2007) As the RRSP contribution deadline approaches, some clients might be considering options and strategies that include borrowing to invest. For some, the strategy works. For the right client, one with a steady cash flow that allows regular interest and principal payments, assets made available through a loan, properly invested, can increase wealth — […]

By Mark Noble |February 9, 2007

4 min read

Earn client confidence: an eight-point checklist Fallback Image Decorative pattern

Planning and Advice

Earn client confidence: an eight-point checklist

(February 2007) “If you have confidence in your lure, you will catch fish,” says one of the millionaires interviewed by Thomas J. Stanley in his book The Millionaire Mind. There’s wisdom for advisors in those words. When it comes right down to it, confidence is the key to success in this business. Everything you do […]

By Jeff Thorsteinson |February 5, 2007

4 min read