Client book

Client confidential: Wessy L. Fallback Image Decorative pattern

Advisor's Edge

Client confidential: Wessy L.

Occupation Student and retired police officer City Thunder Bay, Ont. Age 65 I’ve been investing since: My mid-40s Portfolio: About $300,000 in an RRIF; a home in Thunder Bay; pensions that net about $95,000 per year; roughly $100,000 worth of vintage and collectible cars and boats; small mortgage on my home. I recently sold a […]

By Susan Goldberg |November 14, 2017

3 min read

Dear client, I’m leaving you Fallback Image Decorative pattern

Planning and Advice

Dear client, I’m leaving you

While there may not be 50 ways to leave your client, there are several methods

By Hélène Roulot-Ganzmann, Conseiller |October 31, 2017

2 min read

Client confidential: Kimberly Allen Fallback Image Decorative pattern

Planning and Advice

Client confidential: Kimberly Allen

Occupation Project manager City Vancouver Age 41 I’ve been investing for: I haven’t started yet! I’ll be debt-free: By the end of summer 2018 Investable assets: About $6,000 in a chequing account, $6,000 in my wife’s RRSP, and $15,000 owed on a line of credit. Between our jobs and Airbnb-ing a room in our rental […]

By Susan Goldberg |October 13, 2017

3 min read

Help a client whose child was arrested Fallback Image Decorative pattern

Planning and Advice

Help a client whose child was arrested

Scenario: The Morneaus* are in a fix. Their 18-year-old daughter, Sarah, has been arrested for public intoxication. She smashed a store window in downtown Winnipeg one Saturday night, but luckily no one was hurt. Understandably, the Morneaus are anxious and confused. They call you for help. What do you tell them? *This is a hypothetical […]

By Allan Tong |October 13, 2017

5 min read