Retirement

Start transitioning early

That great rush of enthusiastic investors who found 24-hour financial networks, the Internet and their 40th birthday all in the same decade are now retiring. So are the proud, fierce tribes of financial advisors who sprung from that demographic and prospered.

By Will Wood |September 1, 2010

6 min read

Planning and Advice

Growing income during retirement

Every RRSP season, we try to think up clever campaigns in an effort to mine retirement assets—I like to call it the Old Rush.

By Fred Pinto |February 1, 2010

7 min read

Planning and Advice

Faceoff: TFSA vs RRSP

Which is better?

By Kanupriya Vashisht |November 1, 2009

8 min read

Planning and Advice

The great divides

Latté or buzz juice? Health drink or tea? A client’s choice speaks volumes about the generational landscape.

By Philip Porado |December 1, 2008

19 min read

Exit planning: Doing your due diligence

Buying a practice or a book of business isn’t as simple as signing on the dotted line. If you want to make sure you’re getting the right deal, it’s mandatory that you conduct due diligence. But what exactly is due diligence and why does it need to be performed?

5 min read

Exit planning: Successfully reaching qualified buyers

Building a practice is no easy task, but when the time comes time to sell you want to make sure you’re getting the best possible deal. Unfortunately, many advisors don’t know the first thing about putting their business up for grabs.

4 min read

Exit planning: How much is your practice worth?

There is no hard rule of thumb or magic formula that can be used to value a practice and typical valuation guidelines can be simplistic and fail to produce a realistic market value for the average financial services practice. Understanding the factors that drive the value of a financial services practice, however, is an important part of increasing short-term and long-term profitability.

5 min read

Exit planning: Knowing what you want

It’s true that a journey of a thousand miles begins with a single step. The trouble is you can journey in the wrong direction entirely if you don’t know where you are going. Successful exit planning begins with careful consideration of what you want and what's possible. First there is a list of practical and emotional questions to consider.

5 min read

Retirement

Start transitioning early

Growing income during retirement

Faceoff: TFSA vs RRSP

The great divides

Boomers in the dark about their retirement needs

Exit planning: Doing your due diligence

Exit planning: Successfully reaching qualified buyers

Exit planning: How much is your practice worth?

The new retirement math

Exit planning: Knowing what you want