Patty Randall understands that caring for an elder loved one is no small task
As the Leafs prepare to face off with the Bruins, we ask: What do NHL all-stars Jarome Iginla, Nik Antropov and Eric Staal have in common, besides their barrel-thick necks and numbers on a jersey?
Early last month, eating sushi in Yorkville, a young friend I’ll call Becky confided in me she was going through a personal crisis. Her usually tight-knit family was in shambles. At issue was the fact her mom wanted out of the successful family business that she and her husband started from the ground up 30 […]
(August 2007) The high-net-worth marketplace in Canada is booming. With a projected growth rate of nearly 88% over the next seven years, it’s a hotbed of opportunity for advisors across all wealth-management channels, says Earl Bederman, who spoke at a marketing wealth management conference in May. At the end of 2006, the wealth market in […]
The high-net-worth marketplace in Canada is booming and does not appear to be letting up. With a projected growth rate of nearly 88% over the next seven years, it’s a hotbed of opportunity for advisors across all wealth-management channels, according to Earl Bederman, president of Investor Economics. Speaking to advisor audience members Wednesday at a […]
In an effort to further define the responsibilities of financial professionals, the Financial Planners Standards Council has released a new Professional Competency Profile, which outlines the gamut of core capabilities required of all certified financial planners. Available on the FPSC’s website (www.cfp-ca.org), the 47-page profile, which includes an overall competency matrix, is designed for a […]
(December 2006) While client appreciation gestures can be made throughout the year, December is ripe with opportunities for advisor giving and there are many different variations on the client appreciation theme that can be used this holiday season. In past years, Kitchener, Ont.-based advisor Gary H. Attack has sent poinsettias, coffee table books and name-engraved […]
For advisors JoAnne Anderson and Stephen Koury, putting clients at the centre of their practice seemed the obvious way to go as they moved to a fee-based model. The business partners spoke on the subject at last week’s Advocis conference in Victoria. The Mississauga, Ont.-based advisors — former Advisor of the Year winners who joined […]
People nearing retirement are in for busy times, but it won't just be making exotic travel plans or sinking holes-in-one. Instead, some will be re-entering the workplace, either full-time or part-time, and even reclaiming their old offices.
Advisors need to match the entrepreneurial spirit of their clients to attract the affluent to their practices, says Pierre McLean, vice-president of Canadian national sales at Franklin Templeton Investments. Speaking at the Advocis conference in Victoria on Thursday, McLean said the current market is ripe with opportunity for success at winning over high-net-worth investors. The […]