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 […]
Industry changes call for advisors to help clients meet life objectives through value and convenience
Advocacy group also supports best interest standard and regulated titles.
If markets tank and your phone doesn’t ring, that’s reason to celebrate, right?
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 […]
TD Bank says it is reviewing concerns about its sales practices in light of reports that some employees allegedly broke the law in order to meet sales targets and keep their jobs. Read: Banks under FCAC microscope after allegations of upselling CEO Bharat Masrani says the bank received “a few hundred complaints” last year regarding […]
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 […]