On their fourth wedding anniversary, in October 2010, Naveed and Renata decided to buy a cheap property south of the border.
Unmarried seniors who’ve never had children will need special attention
Canadians are carrying more debt than ever.
Review trusts, pensions and other assets for non-U.S. dual citizens
Chris Moynes is an IIROC advisor with Aligned Capital Partners Inc. in Toronto. About 95% of his clients are NHL players, agents and coaches.
We update Douglas McCorkle’s look so he’s more confident talking to clients.
You don’t want to be average. If you are, you’ll get lost in a sea of peers, which makes it hard to compete professionally and grow your business. One way to stand out is to focus on a niche client base.
It was 12 years ago when Steve Barban received a referral from an accountant. The prospective clients were uber-wealthy, well-known Canadian icons. They weren’t happy with their current advisor, and wanted to recoup some of the $38 million they’d lost when the tech bubble burst. And they wanted to invest exclusively in stocks.
Prepare clients for all costs of owning, renting or selling property.