Client

Help clients handle child custody Fallback Image Decorative pattern

Advisor's Edge

Help clients handle child custody

Scenario: Gwyn and Farid* of North Vancouver have divorced, with a court awarding them joint custody of their 12-year-old daughter, Ashley. Problem is, the couple can’t agree on a custody schedule, and Ashley doesn’t like seeing her mother (and blames her for the divorce). Gwyn comes to you, her advisor, asking for best practices, a […]

By Allan Tong |November 14, 2017

9 min read

Travel like a pro in your client’s private plane Fallback Image Decorative pattern

Planning and Advice

Travel like a pro in your client’s private plane

Travelling by private jet is—literally—the height of luxury. A private aircraft lets flyers control their own time (and take full-sized toothpaste tubes in their carry-ons). “You can leave when you want. You have access to more remote locations. You can fit in multiple stops in a single day. There’s no parking, no waiting in line, […]

By Susan Goldberg |November 14, 2017

5 min read

Looking at a PowerPoint alternative Looking at a PowerPoint alternative

Planning and Advice

Looking at a PowerPoint alternative

Part of providing value to clients is presenting information clearly, visually and concisely. Many advisors rely on PowerPoint for such presentations, but there’s another option out there. Microsoft has launched a cloud-only presentation app called Sway. It allows you to create a web-ready presentation quickly, either from scratch or using an imported Word document, OneNote […]

By Kevin Cork |November 14, 2017

3 min read

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