Two experts discuss whether this precious metal is a sound investment
Today's young advisors aren’t just incredibly tech-savvy, they’re also are a generation of academic super-achievers, aggressively pursuing education and credentials to overcome the age biases of their clients and their firms.
Martine Cunliffe, CIM, CFP TITLE: Director, Wealth Management, Portfolio Manager, Stenner Investment Partners, Richardson GMP Limited CITY: Vancouver IN BUSINESS: 17+ years BOOK SIZE: 31 relationships; net worth from $15 million to $750 million Investment philosophy Buy and hold. “I sniff out opportunities among out-of-favour asset classes or regions that can drastically turn due to […]
Building a business is a bit like working a jigsaw puzzle. Before you spread out all the pieces, you need to look at the big picture on the box. Then you separate the edge pieces – build the structure first – and categorize all the other pieces by shape, size and colour. After considerable trial […]
Are you good with numbers; fluent in Mandarin, Cantonese or Filipino; and deft at rolling dumplings? If yes, then you may be just the blend some clients are seeking from their financial advisors. At least that’s what Dorothy Chan, a senior investment executive at Scotia-McLeod in Vancouver, discovered when a prospective Chinese client expected her […]
To IIROC or not to IIROC? We put the question to three successful advisors with three very different approaches, and got some great answers. YES Bruce Vaillancourt, CFP, CSA, Senior Financial Advisor, Vaillancourt Wealth Management/Manulife Securities Inc. Bruce Vaillancourt was an MFDA advisor before he moved to IIROC. In the first year after his move, […]
It’s a common conception that finance is a male bastion, where the most furious networking happens on the golf course. Belief in this notion could have kept many a woman away from this industry. Statistics bear that out to some extent—a 2008 Catalyst Report conducted for Women in Capital Markets shows the representation of women […]
Is your prospective client a gruff millionaire who makes stiff demands and is given to secretly scribbling copious notes? Watch out, he or she could be a mystery shopper trained to test your mettle—and merit—as an advisor. But wait, there’s no way you can call the bluff. UBS, the global financial services firm, has perfected […]
To IIROC or not to IIROC? We put the question to three successful advisors with three very different approaches, and got some great answers. YES Bruce Vaillancourt, CFP, CSA, Senior Financial Advisor, Vaillancourt Wealth Management/Manulife Securities Inc. Bruce Vaillancourt was an MFDA advisor before he moved to IIROC. In the first year after his move, […]
The 2010 budget brought no big surprises for Canada’s wealthy, but then it brought no real disappointments either. A cash-strapped government struggling to balance a record $56 billion deficit, gave up very little in the way of tax cuts or incentives. But as John Nicola, partner and financial advisor at Nicola Wealth Management, points out, […]