Client engagement

My Best Event: A maestro at fundraising

At Macquarie Private Wealth in Calgary, Dave Lougheed makes sure all elements of his investment plans work in harmony. Lougheed, an advisor and associate portfolio manager, also knows about another type of harmony—he supports the Calgary Philharmonic Orchestra (CPO).

By Stuart Foxman |May 7, 2013

2 min read

Industry

Are you Canada’s next superstar saver?

Do you and your clients know how to creatively save money?

By Staff |May 6, 2013

1 min read

Market Insights

Case Study: Helping jittery clients with education plan

The parents opened an RESP in 2008 using globally balanced mutual funds, but when the market crashed, they lost 17%. The Chois needed to know the money would be there when their eldest reached university age. Unwilling to wait for a rebound, they sold 40% of their mutual funds for cash.

By Alex Gillis |May 3, 2013

3 min read

Industry

Help business owners revamp their HR

Only 34% of Canadian respondents believe they have world-class human resources talent, finds Deloitte.

By Staff |April 30, 2013

1 min read

Don’t cross the line

Every time you reach out to clients, they judge the value of your service. They’re busy, so contacting them too often can get you labelled as a stalker; but how do you know how much communication is enough? Many advisors say they call or email clients every three months without fail to review portfolios, but […]

2 min read