Client book

Client confidential: Fernande Vezeau Fallback Image Decorative pattern

Planning and Advice

Client confidential: Fernande Vezeau

Occupation Landlord and renovator City Thunder Bay, Ontario Age 57 I’ve been in property: Since my late 20s I plan to retire: Never. I love the discipline and the satisfaction of working. If I’m learning new things and it’s financially beneficial, I’m happy. Investable assets: Four properties in Thunder Bay, with a total value of […]

By Susan Goldberg |May 12, 2017

2 min read

How small talk can lead to a big financial decision Fallback Image Decorative pattern

Planning and Advice

How small talk can lead to a big financial decision

In the first 10 minutes of a meeting, your client says: “Last month our friends Lee and Carol took us on an amazing tour of the Halifax coastline on their new yacht. I’d sell our cottage and sail the world like they do in a heartbeat.” At that moment Expect to spend roughly 10% of […]

By Staff |April 13, 2017

2 min read

Your guide to inflation-proofing clients’ lives Fallback Image Decorative pattern

Planning and Advice

Your guide to inflation-proofing clients’ lives

From investments to insurance, eliminate surprises by keeping up with price changes

By Michelle Schriver |April 13, 2017

9 min read

Client confidential: Blair A. Fallback Image Decorative pattern

Planning and Advice

Client confidential: Blair A.

Occupation IT professional City Kanata, Ont. Age 57 I’ve been investing: Since 1982 I plan to retire: Ideally, in three years Investable assets: $915,000 ($610K in RRSPs, $250K in gold and silver bullion, $55K in silver and gold stocks) plus primary residence valued at approximately $425,000 I’ve had an advisor for: 15 years In and […]

By Susan Goldberg |April 13, 2017

2 min read