Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
If he commutes the pension, the client would get a large lump sum that would go into a LIRA if he holds off on withdrawing the money until later, or a LIF if he starts withdrawing now. But taking the pension is a turnkey, immediate solution.
Clients want tailor-made plans. Women advisors deliver
Toronto is now home to the world’s first non-U.S.-based hub for B Corporations, or companies that use the power of business to solve social and environmental problems.
Despite the market challenges of 2011, Canadians say they will keep on contributing to their RRSPs, according to a BMO Financial Group survey.
When a client confides his desire to give anonymously, you know you’ve built a strong relationship. It then becomes your job to find out the reasons behind that desire so you can choose the best method of giving.
FIRMS THAT WORK WITH HIGH ROLLERS KNOW PROTECTION OF IDENTITY IS A MUST. Rich people are concerned about everything from their children being kidnapped to getting harassed for money from estranged relatives.
While in Calgary, managing editor Melissa Shin sat down with two portfolio managers from Mawer Investment Management to speak about their process and strategies: Paul Moroz, who manages the Mawer Global Small Cap Fund (pictured, left) and Grayson Witcher, who manages the Mawer U.S. Equity Fund (pictured, right).
Canadian CFAs say the Maple Group bid for TMX Group will result in a monopoly, which could adversely affect Canadian investors.
It’s easy to be a good advisor when the markets are steady. But how do you provide the guidance clients need when the world is in constant flux?
You are busy enough comforting clients through volatile markets; the last thing you need on your mind is a lawsuit. But this type of market causes client complaints to jump. How can you protect yourself?