Financial planning

5 golden rules of retirement planning Fallback Image Decorative pattern

Industry

5 golden rules of retirement planning

Don’t let your client live longer than his money

By Kris Ullman |September 16, 2013

4 min read

Triple your AUM Fallback Image Decorative pattern

Planning and Advice

Triple your AUM

Christine LaLiberté, CIM, FCSI, is senior investment advisor, director, private client group at DundeeWealth (renamed HollisWealth as of November 2013). Her clients are mostly business owners, retirees or those nearing retirement. About 70% of her clients are between ages 55 and 70.

By Suzanne Sharma |September 4, 2013

5 min read

Famed astronaut returns to Canada Fallback Image Decorative pattern

Industry

Famed astronaut returns to Canada

The majority (82%) are content with their current lifestyles, and a third have too many activities and too little time, finds a study by BMO Financial Group.

By Staff, with files from The Canadian Press |September 3, 2013

1 min read

Protect clients before a third marriage Fallback Image Decorative pattern

Estate Planning

Protect clients before a third marriage

Your client is planning an elaborate wedding she hopes will erase any memories of previous, ill-considered, unions.

July 24, 2013

2 min read