Occupation lawyer; president of the Canadian Bar Association, New Brunswick branch City Woodstock, N.B. Age late 50s I’ve been investing for: about 25 I plan to retire: about 10 years Investable assets: enough to retire in 10 years How long I’ve had an advisor: about 25 years (various bank advisors) Years ago, I briefly played […]
4 ways to keep the relationship professional.
Q: How do you talk about performance without committing yourself to future results? Reg Jackson portfolio manager, JMRD Wealth Management at National Bank Financial, London, Ont. Our team has three main objectives for all clients: Preservation of capital Providing above-market rates of return Providing rates of return tax efficiently Benchmarks are useful to provide a […]
David and Marijane Smith Occupations entrepreneur (David); realtor, Newport Realty (Marijane) City Victoria, B.C. Age 57 (David); 61 (Marijane) I’ve been investing for: 15 years for David, 20 for Marijane Retirement details: David’s in his first year of retirement. Marijane has no firm plans to retire. Investable assets: $500,000 to $750,000 How long we’ve had […]
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