From investments to insurance, eliminate surprises by keeping up with price changes
Occupation IT professional City Kanata, Ont. Age 57 I’ve been investing: Since 1982 I plan to retire: Ideally, in three years Investable assets: $915,000 ($610K in RRSPs, $250K in gold and silver bullion, $55K in silver and gold stocks) plus primary residence valued at approximately $425,000 I’ve had an advisor for: 15 years In and […]
Helen Lee* has been asked to be a director of Wynn Energy, a publicly traded company based in Ontario that generates and sells wind power. While she’s an energy expert, Helen has never been a director on a public board. She currently holds more than $500,000 in investments in other energy companies (mostly oil) and […]
The Ontario Securities Commission (OSC) has published a staff notice on behavioural insights (BI). The report outlines how global regulators use knowledge about human behaviour to address issues in capital markets and improve outcomes for investors and market participants. Read: Less efficient markets call for active management, says CFA In the report, ample research is […]
RBC advisors have a new tool to serve clients online, effectively blurring the line between human advisor and robo-advisor. Read: Do human advisor fees offer more value than robo-advisor fees? The bank is using live video to connect clients with advisors in real time, using an online advice platform called MyAdvisor. The platform allows both […]
Some young Canadians rely on their parents to file their taxes.
Note to readers: “Trans” is the term preferred by the community, not “transgender.” You can grow your practice by serving trans clients. There are an estimated 180,000 trans Canadians. Trans people come from all classes and walks of life. They live in big cities and small. They have aspirations both grand and mundane, and they […]
Occupation Children’s entertainer and owner of Sing Song Party Time City Ottawa Age 38 I’ve been investing: For about a year I plan to retire: Never! “If my body is able, I’m going to do this for as long as I can. Why would I want to stop doing something that I love?” Investable assets: […]
Sometimes, the small talk you have with clients at the beginning of a meeting can lead to deeper discoveries about their planning needs. Here’s an example. In the first 10 minutes of a meeting, your client says: “I came from lunch with my niece to celebrate her getting into university. Now she just has to […]
Approximately $400 billion of wealth and assets will be passed down