Client engagement

Decorative pattern

Planning and Advice

Clients speak up

Six Canadians rate advisors on portfolio management and ability to solve complex problems

By Philip Porado |October 2, 2012

2 min read

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Planning and Advice

Do your job well

Doug Norris, a retired VP at an engineering, architectural and survey materials firm who lives in Toronto’s Harbourfront neighbourhood, knows when he’s being sold and subscribes to the old adage that the easiest person to sell to is a salesman.

By Philip Porado |October 2, 2012

2 min read

Decorative pattern

Planning and Advice

Play straight with me

When Margaret MacGillivray's husband passed away, she realized the advisor they’d worked with for years had only listened to one of them. And it wasn’t her.

By Philip Porado |October 2, 2012

2 min read

Decorative pattern

Market Insights

Long-term but short-sighted

To curtail overreaction, explain there are both calm and volatile times during any sustained investment period.

By Stuart Foxman |October 2, 2012

2 min read

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Fidelity Clearing transitioning accounts from Penson Financial

Fidelity Clearing Canada has reached a definitive agreement with Penson Financial Services Canada to facilitate an orderly transition of the accounts and assets of some of Penson’s clients.

By Staff |October 1, 2012

1 min read

Decorative pattern

3 alternative de-risking strategies

Since the global credit crisis, investors have become more attuned to risk and portfolio volatility. Here are 3 strategies that can help your clients invest successfully.

By Greg Nordquist |October 1, 2012

3 min read

Decorative pattern

How to define and manage corporate risk

Every business should have a system for both defining and employing proper risk management measures. Rob Quail of Hydro One talks about he manages possible corporate hazards at the company.

By Regan Reid |September 28, 2012

2 min read

Decorative pattern

Planning and Advice

Gain clients by explaining your motivations

Many advisors are frustrated because they can't attract the right type of prospects. What are they doing wrong?

By Fortunato Restagno |September 28, 2012

2 min read

Decorative pattern

Help entrepreneurs focus on clients first

All business owners know the value of attracting clients. But, many new owners are too focused on uncontrollable issues like the economy, says a new CIBC poll.

By Staff |September 27, 2012

2 min read

Decorative pattern

Planning and Advice

How to be memorable to prospects

How do you make a good enough impression so wealthy prospects want to get to know you better? Be interesting.

By Bryce Sanders |September 25, 2012

3 min read

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