The February correction was a useful check against complacency
Advice for the first 10 minutes of a meeting
In the first 10 minutes of a meeting, your client says: “Tyler finally left for school and we’re turning his room into a gym."
The number of self-employed workers in Canada is growing
In the first 10 minutes of a meeting, your client says: “My kids had a horrible fight over the holidays."
Advisors get proactive and creative
A 25-year-old with a savings plan
In the first 10 minutes of a meeting, your client says: We went leaf-peeping on the Cabot Trail. We had a great time but our B&B was horrible. I could do it so much better! At that moment Ask your client about her trip, whether the colour was at its peak and why her B&B […]
Scenario: Gwyn and Farid* of North Vancouver have divorced, with a court awarding them joint custody of their 12-year-old daughter, Ashley. Problem is, the couple can’t agree on a custody schedule, and Ashley doesn’t like seeing her mother (and blames her for the divorce). Gwyn comes to you, her advisor, asking for best practices, a […]
Occupation Student and retired police officer City Thunder Bay, Ont. Age 65 I’ve been investing since: My mid-40s Portfolio: About $300,000 in an RRIF; a home in Thunder Bay; pensions that net about $95,000 per year; roughly $100,000 worth of vintage and collectible cars and boats; small mortgage on my home. I recently sold a […]