Client engagement

Industry

Why Canada can’t win the Stanley Cup: analysis

Why Canadian teams have such a hard time snagging the Cup.

June 21, 2013

1 min read

Planning and Advice

A star client

Marc Almon, a 34-year-old film producer, caught the entrepreneurial bug early on.

June 20, 2013

7 min read

Industry

Financial tips for 30-year-old clients

People aren’t buying houses and starting families in their 20s.

By Staff |June 19, 2013

1 min read

Planning and Advice

Understanding clients and helping clients understand

The role of a financial advisor is simple. Our primary responsibility is to help clients identify where they are now and where they need to go. Along the way we also help clients separate their emotions and make decisions using a sound intellectual framework. So why does our community continue to worry about client reactions to short-term underperformance?

By Shawn O'Brien |June 19, 2013

3 min read

When friends become clients

When a client becomes a friend, the rules governing the business relationship are in place. When friends become clients you need to position the rules of engagement with minimal disruption the friendship.

3 min read

Tax avoidance can damage your reputation: STEP chief

People aren’t as averse to paying taxes as they once were. “Twenty years ago both the government and the public as a whole took the attitude that aggressive tax avoidance was fine if it passed muster legally,” David Harvey, chief executive of STEP Worldwide told Advisor.ca during the association’s Toronto conference.

3 min read

Client engagement

Why Canada can’t win the Stanley Cup: analysis

A star client

Financial tips for 30-year-old clients

Understanding clients and helping clients understand

When friends become clients

5 tips from top wealth managers

Think outside the tie rack

Tax avoidance can damage your reputation: STEP chief

Financial firm data breaches are costly: survey

Master the art of cold calling