Fee structure

Planning and Advice

Lunchtime Takeaway: Explaining fund fees

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |June 28, 2012

1 min read

Industry

Are your fees transparent?

I've noticed that every 3 to 5 years our industry goes through a fee debate but in the end nothing changes.

By Robert Abboud |May 29, 2012

3 min read

Industry

Advisors need compensation flexibility

As jurisdictions around the world consider banning embedded compensation, many Canadian financial planners point out that this long-standing arrangement benefits many clients.

By Staff |October 20, 2011

3 min read

Planning and Advice

Justifying your annual fee

Our clients see exactly how much we earn on their investments. For our average client, that’s well over $3,000 a year, which can sometimes lead to sticker shock.

By Mathieu Paradis |August 25, 2011

3 min read

Fee vs. commission not clear cut

Establishing the compensation model for services rendered amounts to one of the most difficult decisions for members of any profession and normally flows from client preferences, the professional’s needs and his or her perceptions of the market. The professional needs adequate compensation while the client may or may not grasp the value of services rendered. […]

By Al Emid |January 25, 2011

3 min read

Justifying your fees

One of the questions advisors will be asking themselves more and more as they move towards complete transparency of fees is…How do I justify my fees to clients? The answer is simple. Below are six easy tips you can use when this sometimes uncomfortable but necessary conversation arises. Show them the money – Full, upfront […]

By Robert Abboud |October 27, 2009

5 min read

Bountiful bonds

Corporate bonds might be suffering from their worst performance ever, but there’s a silver lining. Today’s investors are compensated with a significant risk premium for investing in shortand mid-term corporate bonds (corporates) over similar term Canadian government bonds (Canadas). Yield spreads for corporates in Canada have moved sharply higher due to a number of factors: […]

By Hanif Mamdani |February 1, 2009

6 min read