While there may not be 50 ways to leave your client, there are several methods
Occupation Project manager City Vancouver Age 41 I’ve been investing for: I haven’t started yet! I’ll be debt-free: By the end of summer 2018 Investable assets: About $6,000 in a chequing account, $6,000 in my wife’s RRSP, and $15,000 owed on a line of credit. Between our jobs and Airbnb-ing a room in our rental […]
Scenario: The Morneaus* are in a fix. Their 18-year-old daughter, Sarah, has been arrested for public intoxication. She smashed a store window in downtown Winnipeg one Saturday night, but luckily no one was hurt. Understandably, the Morneaus are anxious and confused. They call you for help. What do you tell them? *This is a hypothetical […]
Give clients more by offering less
In the first 10 minutes of a meeting,your client says: I’m in shock. My son is visiting us this week, and guess what? He’s getting married next year! At that moment Congratulate your client and ask if the son and his partner have set a date. Ask if they have family traditions and what the […]
A record quarter for Canaccord's Canadian business as it pursues advisor recruitment strategy
The MFDA has released a research report on its members, advisors and clients. The report aims to offer more information on MFDA members’ business operations as well as inform stakeholders of the potential impact of an embedded commissions ban. The MFDA recognizes there are factors at play that it hasn’t measured, but says, “Although it […]
In the first 10 minutes of a meeting, your client says: “I’ve been gardening. I make and can my own dilly beans, and they’re so good my friends say I should sell them.” At that moment Ask your client what else she is planting and how she preserves her harvest. Get more details about the […]
You and a client share a love of the ocean and sea creatures. Now, he’s invited you and your significant other to his condo in the Cayman Islands for a long weekend of island and water activities, including scuba diving. What do you need to know? Before you go Be certified If you love to […]
Occupation Landlord and renovator City Thunder Bay, Ontario Age 57 I’ve been in property: Since my late 20s I plan to retire: Never. I love the discipline and the satisfaction of working. If I’m learning new things and it’s financially beneficial, I’m happy. Investable assets: Four properties in Thunder Bay, with a total value of […]