Planning and Advice

Meeting the ultra-wealthy Fallback Image Decorative pattern

Planning and Advice

Meeting the ultra-wealthy

(May 2006) Canada has many things going for it. A large population, however, isn’t one of them. When it comes to attracting and retaining affluent individuals, professionals face an uphill battle. Simply put, there aren’t a lot of them to go around. This is especially true of Canada’s ultra-high-net-worth (UHNW) population. Over the past decade, […]

By Thane Stenner |May 18, 2006

5 min read

To Clients: Presenting your financial plan Fallback Image Decorative pattern

Planning and Advice

To Clients: Presenting your financial plan

(May 2006) You’ve created a financial plan and are now ready to present it to your client. If you wish to send the plan to your client in advance of meeting, use this letter from the Financial Planning Practitioner’s Guide — created by the Canadian Institute of Financial Planners — as a template. This letter […]

By Financial Planning Practitioner's Guide |May 11, 2006

2 min read

Wells, Wells, Wells Fallback Image Decorative pattern

Planning and Advice

Wells, Wells, Wells

(May 2006) You see a legitimate trading strategy. Your regulator sees an anomaly, and quite possibly wrongdoing. What’s your next step? If you believe the regulator has overlooked some key facts, or didn’t understand the facts it sifted through, then provide a Wells response outlining your version of events. (John Wells chaired an enforcement advisory […]

By Philip Porado |May 8, 2006

3 min read

26.99% total return if called after 2.5 years Fallback Image Decorative pattern

Planning and Advice

26.99% total return if called after 2.5 years

bestLINK Protected Deposit Notes TM – Callable Class, Series 7 The Callable Class Notes offer a potential 26.99% total return, 100% principal protection at maturity, and are linked to Franklin Templeton Balanced Growth Portfolio, the most popular portfolio in our Quotential® Program. Sales tool FundSERV Code: JHN122 – 4.25% commission Available until: June 16, 2006 […]

By Staff |May 5, 2006

2 min read