INSIDE EDGE: The Troika – Phil Porado
FRONT END LOAD
PICTURE PERFECT
Can’t Beat ‘Em? – Anthony Layton
COVER STORY – Cashing Out – Clay Gillespie
Overlooked Opportunity – Robert S. Fleischacker
HOW THINGS WORK: Deconstructing Planning Particulars – Preet Banerjee
TAX BREAK: Is Offshore Off Limits? – Gena Katz
OUTSIDE EDGE – Age Waves – David Scandiffio

PUBLISHERS’ NOTE: Ten Years of Trust – Donna Kerry
Life On The Edge – Compiled by Scott Blythe, Steven Lamb & Philip Porado
What’s Your Edge? – Compiled by Heidi Staseson
Ten Years After – Daryl Diamond
Sure Bets…Until They’re Not – Scot Blythe
COVER STORY – Reality Check – Deanne Gage
Moving Fee-ly – Warren Baldwin
Courting the Rich – Alison MacAlpine
Wait No More – Bruce Cumming
TAX BREAK – 120 Columns Later – Gena Katz
INSURANCE INSIGHTS – Covered For Life – David Wm. Brown
OUTSIDE EDGE – Subtle Footprints – Philip Porado

INSIDE EDGE: Learning Curve – Philip Porado
FRONT END LOAD
ADVISOR CONFIDENTIAL: Driven – Heidi Staseson
TOOL BOX: Valuable Arithmetic – David N. Swingler
Compliance Conundrum – Kanupriya Vashisht
COVER STORY – End Game – Heidi Staseson
The Planner’s Planner – Mark Noble
Boomers In Love – Christine Van Cauwenberghe
ETHICALLY SPEAKING: Trade Secrets – Jay Kilgannon
TAX BREAK – Saving Grace – Gena Katz
INSURANCE INSIGHTS – Covered For Life – David Wm. Brown
CLOSING BELL – Goodbye – Beasley Hawkes

INSIDE EDGE: Charity Begins – Philip Porado
TOOL BOX: Regular Reward – John Nicola
Mutual Admiration – Mark Noble
COVER STORY – Cast Away – Kate McCaffery
Instant Insurance – David Wm. Brown & George Weinberger
HOW THINGS WORK: Easy Rider – Al Kinch
COMPLIANCE OUTLOOK – Who Are You? – Moderated by Philip Porado
TAX BREAK – Divide and Conquer – Gena Katz
CLOSING BELL – Work: Let It Wait – Beasley Hawkes

INSIDE EDGE: Panic On Line 2 – Philip Porado
FRONT END LOAD
ADVISOR CONFIDENTIAL: Double Take – Heidi Staseson
TOOL BOX: Gimme a Break – Dennis Tew
Bigger and Better – Kate McCaffery
COVER STORY – Pennies From Heaven – Alison MacAlpine
Promo Type – Mike Scott
Shattering Glass – Romana King
ETHICALLY SPEAKING – Swap Meet – Sandra Foster
INSURANCE INSIGHTS – Good Form – David Wm. Brown
TAX BREAK – Southern Exposure – Gena Katz
CLOSING BELL – Just Chill – Sarah Platt

INSIDE EDGE: The Envelope – Philip Porado
FRONT END LOAD
Now I Know My ABCs – Bryan Borzykowski
COVER STORY – She’s Got It – Deanne Gage
Moving Mortgages – Moshe A. Milevsky and Brandon Walker
Changing Times, New Needs – Kim Buithenuis
Boomer Banter – Heidi Staseson
COMPLIANCE OUTLOOK – Back Stop – Moderated by Philip Porado
CLOSING BELL – Weed Them Out – Beasley Hawkes

INSIDE EDGE: Dollar Dazed – Philip Porado
FRONT END LOAD
TOOL BOX: Aging Agenda – Christine Van Cauwenberghe
Wheelin’ & Dealin’ – Steven Lamb
COVER STORY – Gear Up – David Christianson
Donation Drill – Jamie Golombek
Insuring Disclosure – Donna Spagnolo
Mind Bender – Bryan Borzykowski
INSURANCE INSIGHTS: Effective Extras – David Dm. Brown
CLOSING BELL – Duty Calls – Beasley Hawkes

INSIDE EDGE: Keep Talking – Philip Porado
FRONT END LOAD
TOOL BOX: Money in the Middle – Ken Stern
COVER STORY – Your Choice – Heidi Staseson
Withdrawl Trust – Romana King & Bryan Borzykowski
Clear the Air – Philip Porado
TAX BREAK: Wrapping the Year – Gena Katz
COMPLIANCE OUTLOOK: Client Know-How – Moderated by Philip Porado
CLOSING BELL – Got Grinch? – Beasley Hawkes

INSIDE EDGE: Into Tomorrow – Philip Porado
FRONT END LOAD
ADVISOR CONFIDENTIAL: Keeping it Real – Heidi Staseson
TOOL BOX: Real Value – Mark Halpern
COVER STORY – Joint Tenancy Trap – Sandy Cardy
2007 DOLLARS AND SENSE Survey – AE Staff
Voting With Your Feet – Helen A. Daley
Hit or Miss – Bryan Borzykowski
INSURANCE INSIGHTS: Insurance in Disguise – David Wm. Brown
TAX BREAK: Legally Deductible – Gena Katz
CLOSING BELL – Pecuniary Paradigms – Beasley Hawkes

INSIDE EDGE: Cut Them Slack – Philip Porado
FRONT END LOAD
ADVISOR CONFIDENTIAL: Sunset Sail? Forget It – Heidi Staseson
TOOL BOX: Fighting Fear – David Sung
Meet Mr. X – Heidi Staseson
COVER STORY – X Missed the Spot – Philip Porado
One For the Team – Julie Littlechild
COMPLIANCE OUTLOOK: Take It Back – Moderated by Philip Porado
TAX BREAK: Bringing Work Home – Gena Katz
CLOSING BELL – Zip It! – Beasley Hawkes

INSIDE EDGE: Handle Scandal – Philip Porado
FRONT END LOAD: Vice or Virtue
HOW THINGS WORK: Predicting Protection – Levi Folk
COVER STORY – Star Search – Steven Lamb
Aussi-Land – Diana Cawfield
Pop Quiz – Ron Foran
INSURANCE INSIGHTS: Why Settle? – David Wm. Brown
CLOSING BELL – A Cautionary Tale – Beasley Hawkes

INSIDE EDGE: Paralysis by Analysis – Philip Porado
FRONT END LOAD: ‘No’ Your Business
HOW THINGS WORK: Affluent Arrivals – Jeremiah A. Eastman
TOOLBOX: Exit Light – Doug Robbins
COVER STORY – Prying Times – M. Corey Goldman
Leveraging Profits – Al Emid
No Deposit? – Robert S. Fleischacker
TAX BREAK: Convention Caveat – Gena Katz
CLOSING BELL – Go Figure – Beasley Hawkes

INSIDE EDGE: Make It Easy – Philip Porado
FRONT END LOAD: Wage Rage
COVER STORY – Off Season – Heidi Staseson
INSURANCE INSIGHTS: Ensuring a Future – David Wm. Brown
TAX BREAK: The Puck Stops Here – Bruce Sprague
CLOSING BELL – What Clients Want – Beasley Hawkes

INSIDE EDGE: Heading North – Philip Porado
LETTERS
FRONT END LOAD: The Nose Knows
HOW THINGS WORK: Eyes Wide Open – Michael G. Cochrane
COVER STORY – Mind Your E’s and O’s – Jim Bullock
Avenge Apathy – Deanne Gage
Boomer Convention – Sheila Avari
CLOSING BELL – Get Out of the Way – Beasley Hawkes

INSIDE EDGE: Sensational Succession – Deanne N. Gage
LETTERS
FRONT END LOAD: Gross Consumption
TOOL BOX: Varialbe Outcomes – Bruce Cumming
COVER STORY – You’re Hired! – Alison MacAlpine
Insuring Inheritance – Barry S. Corbin
The New Number Crunchers – Jamie Golombek
TAX BREAK – Rentals and Relocation – Gena Katz
GUEST COLUMN: The Comfort Trap – Levi Folk
CLOSING BELL – Walking the Walk – Beasley Hawkes

INSIDE EDGE: Conversation Stimulation – Deanne N. Gage
LETTERS
COVER STORY – Split – Heidi Staseson
Dividing Times – Barry S. Corbin
Forgetting Something – Michael Berton
TAX BREAK – Cutting Losses – Gena Katz
INSURANCE INSIGHTS – Too Much Information? – David Wm. Brown
CLOSING BELL -From Here to Eternity – Beasley Hawkes

INSIDE EDGE: The Art of WOW – Deanne N. Gage
LETTERS
TOOLBOX – Cleanup Time – John R. Mott
COVER STORY – Client INC. – Sandy Cardy
REPORT ON LIVING BENEFITS – Your Money Back – Florence Marino
REPORT ON LIVING BENEFITS – Survival Guide – Deanne Gage
REPORT ON LIVING BENEFITS – Insurance Allocation – Janet Freedman
TAX BREAK – No Last Resort – Gena Katz
CLOSING BELL: Spring Thaw – Beasley Hawkes

INSIDE EDGE: No Pests? No Problem – Deanne N. Gage
LETTERS
FRONT END LOAD: Engineering a New Year
TOOLBOX – Filling the Gaps – Tim Landry
COVER STORY – Year of Good Fortune – Alison MacAlpine
Easy Money – Jamie Golombek
Post Conference Report – Retiring Times – Philip Porado
Great Expectations – Philip Porado
TAX BREAK – Get Personal – Gena Katz
INSURANCE INSIGHTS – Insuring Income – David Wm. Brown
CLOSING BELL: You Do the Math – Beasley Hawkes

INSIDE EDGE: Drink and Be Merry – Deanne N. Gage
LETTERS
FRONT END LOAD: The Other Side
TOOLBOX – Expect the Unexpected – Vince Sicillano
Corporate Opportunities – Evelyn Jacks
Buying Time – Ashley Crozier
COVER STORY – Bring it On – Alison MacAlpine
TAX BREAK – Maximizing Benefit – Gena Katz
CLOSING BELL: And Miles To Go… – Beasley Hawkes

INSIDE EDGE: Eternal Grace – Deanne N. Gage
LETTERS
FRONT END LOAD: A Long Winter’s Nap
TOOLBOX – Rising Tide – Douglas V. Nelson
COVER STORY – Umpire of Advice – Alison MacAlpine
Pension Splitting – Jamie Golombek
Documentation Checklist – Evelyn Jacks
INSURANCE INSIGHTS – Play Straight – David Wm. Brown
CLOSING BELL: Liar liar… – Beasley Hawkes

INSIDE EDGE: Deep Defiance – Deanne N. Gage
LETTERS
TOOLBOX – Morals Over Money – David Christianson
The New Dividend Rules – Jamie Golombek
COVER STORY – The Defiant One – Doug Watt & Matthew McClearn
TAX BREAK – Perk Quirk – Gena Katz
Micro Reviews – Ellen J. Bessner
CLOSING BELL: Stay Out of Jail Free – Beasley Hawkes

INSIDE EDGE: Refer Madness – Deanne N. Gage
LETTERS
FRONT END LOAD
TOOLBOX – Excessive Risk – David Sung
COVER STORY –
Wanted: Results from our 5th Annual Dollars & Sense Survey –
Too Little – Heidi Staseson
Too Late – Philip Porado
Slow Pan – Deanne N. Gage
CLOSING BELL: Get ‘er Done – Beasley Hawkes

INSIDE EDGE: Taming the Paper Tiger – Deanne N. Gage
LETTERS
FRONT END LOAD
TOOLBOX – Coverage Conundrum – Janet Freedman
COVER STORY – World Advisor –
                      New Zealand
                      United Arab Emirates
                      Hong Kong
                      South Africa
                      United Kingdom
                      United States
TAX BREAK – Fluid Giving – Gena Katz
CLOSING BELL: When Tragedy Strikes – Beasley Hawkes

INSIDE EDGE: Marriage 101 – Deanne N. Gage
LETTERS
FRONT END LOAD
TOOLBOX – Coverage Conundrum – Janet Freedman
COVER STORY – Advisor INC. – Alison MacAlpine
Simplified Philanthropy – Kate McCaffery
TAX BREAK – Taking Care – Gena Katz
CLOSING BELL: Living Like You Were Dying – Beasley Hawkes

INSIDE EDGE: Desperately Seeking Members – Deanne N. Gage
LETTERS
FRONT END LOAD
TOOLBOX – Platform Predicament – Michael Berton
COVER STORY – Eyes on You – Philip Porado and Prema Thiele
Pension Paths – Ashley Crozier
New Rules – Jamie Golombek
COMPLIANCE CHECK – Culture of Compliance – Ellen J. Bessner
CLOSING BELL: Scary Allied Professionals – Beasley Hawkes

INSIDE EDGE: Role Reversals – Deanne N. Gage
LETTERS
FRONT END LOAD
TOOLBOX – Staying on Board – Sherry Cavallin
COVER STORY – Age Matters – Heidi Staseson
Paper Trained – Mark Brown
MY EDGE – Here to Help – Glenn Allen as told to Philip Porado
TAX BREAK – Taking Opportunities – Gena Katz
INSURANCE INSIGHTS – Shades of Grey – David Wm. Brown
CLOSING BELL: Win Some, Avoid Some! – Beasley Hawkes

INSIDE EDGE: Deal Breaker – Deanne N. Gage
LETTERS
FRONT END LOAD
TOOLBOX – The Term Rut – Michael Berton
COVER STORY – Culture Shock – Al Emid
Special Cases – David Christianson
Real Returns – John Nicola
TAX BREAK – Going to Court – Gena Katz
COMPLIANCE CHECK – Bad Behaviour – Ellen J. Bessner
CLOSING BELL: Win Some, Avoid Some! – Beasley Hawkes

INSIDE EDGE: Banking on Insurance – Deanne N. Gage
LETTERS
TOOLBOX – Final Decision – Bruce Cumming
COVER STORY – Absolute Risk – Ken Stern
Income Fix – Clay Gillespie
INSURANCE INSIGHTS – Mandatory Memos – David Wm. Brown
CLOSING BELL: Can’t Say No – Beasley Hawkes

INSIDE EDGE: A Consumer’s Perspective – Deanne N. Gage
FRONT END LOAD
TOOLBOX – De-Commission Mission – John De Goey
COVER STORY – Advice: By the Hour – Deanne N. Gage
Drawing Down – Daryl Diamnond
MY EDGE – Safety On The Sidelines – Shelly Appleton-Benko
TAX BREAK – Ottawa’s Options – Gena Katz
COMPLIANCE CHECK – Bleaching Out Breach – Ellen J. Besner
THE BOWEN REPORT – Making Progress – John J. Bowen Jr.
CLOSING BELL: We’re Getting Better – Beasley Hawkes

INSIDE EDGE: Planner Progress – Deanne N. Gage
FRONT END LOAD
TOOLBOX – Prairie Perpetuity – David Christianson
COVER STORY – The Little Question that Could – Philip Porado
The Etiquette Expert – Alison MacAlpine
Addressing the Myths: Safety Net – Paul Grimes
Segregated Fund Future – Protection Direction – Al Emid
TAX BREAK – Moving Reimbursement – Gena Katz
THE BOWEN REPORT – Following Up – John J. Bowen Jr.
CLOSING BELL: Doing Your Homework – Beasley Hawkes

INSIDE EDGE: Advice For The Rest of Us – Deanne N. Gage
FRONT END LOAD
COVER STORY – MVAs! (Most Valuable Advisors) – Heidi Staseson
MVAs – The Shepherd – Michael Berton
MVAs – The Maximizers – Michael Berton
MVAs – The Generator – Michael Berton
SPOUSAL SUPPPORT – Financial Togetherness – Jamie Golombek
ADVISOR ACTION PLAN – RRSP Withdrawal Planning Tip Sheet – Evelyn Jacks
TAX BREAK – Relocation Write-offs – Gena Katz
COMPLIANCE CHECK – Walking Papers – Ellen J. Bessner
THE BOWEN REPORT – Ink the Deal – John J. Bowen Jr.
CLOSING BELL: Learning From Our Clients – Beasley Hawkes

INSIDE EDGE: Search Me – Deanne N. Gage
LETTERS
FRONT END LOAD
TOOLBOX – Severance Solutions – John O’Connell
COVER STORY – Boiling Point – Heidi Staseson
Move It! – Sandy Cardy and Carol Bezaire
INVESTING POST-FPR – Foreign Revelations – Dan Hallett
ADVISOR ACTION PLAN – Tax Checklist – Evelyn Jacks
RETIREMENT – Going Into Withdrawal – Janet Freedman
TAX BREAK – Shelter Shopping – Gena Katz
INSURANCE INSIGHTS – Skipping Generations – David Wm. Brown
THE BOWEN REPORT – Presenting The Plan – John J.Bowen Jr.
CLOSING BELL: Getting Into The Spirits – Beasley Hawkes

INSIDE EDGE: Introductory Advice – Deanne N. Gage
FRONT END LOAD
COVER STORY – Family Feud
CRA Top 10 List – Jamie Golombek
Virtual Visionary – Kate McCaffery
RRSP CONVERSION – Beyond the RRIF – Bruce Cumming
CREDITOR PROTECTION – Barring Entry – Jamie Golombek
TAX BREAK – School and Taxes – Gena Katz
INSURANCE INSIGHTS – Trust Specifics – David Wm. Brown
THE BOWEN REPORT – Art Of Discovery – John J.Bowen Jr.
CLOSING BELL: How Do We Beat ‘Em? – Beasley Hawkes

INSIDE EDGE: Getting to Know You – Darin Diehl
TOOLBOX – Educational Funding – David Christianson
COVER STORY – In the Hot Seat
Take the Offensive – Deanne N. Gage
When Lightning Strikes – Steven Lamb
People Get Ready – Philip Porado
Finding the One – Heidi Staseson
TAX BREAK – Getting Locked In – Gena Katz
GUEST COLUMN – All the Options – Robert S. Fleishacker
CLOSING BELL: Eight Years and Counting – Beasley Hawkes

INSIDE EDGE: Dining Over Disclosure – Darin Diehl
LETTERS
FRONT END LOAD
COVER STORY – Take ‘Em to School – Deanne N. Gage
Going With the Flow – Steven Lamb
Special Report on Universal Life – An Actuarial View – Ashley Crozier & Leanne Bradley
Special Report on Universal Life – Progress Evaluation – Ted Burton
TAX BREAK – Give Later, Save Now – Gena Katz
THE BOWEN REPORT – Managing Change – John J. Bowen Jr.
CLOSING BELL: Take Stock, My Friends – Beasley Hawkes

INSIDE EDGE: Hamburgers, Hotdogs and Hedge Funds – Darin Diehl
FRONT END LOAD
TOOLBOX – Family Ties – Christine Van Cauwenberghe
COVER STORY – Below the Radar – Deanne N. Gage
Taking Your Practice to the Next Level – Rich Friends – Jown Bowen
Taking Your Practice to the Next Level – The Ideal Niche – Steven Lamb
Taking Your Practice to the Next Level – Attracting the Affluent – Ted Burton
TAX BREAK – Multiple Properties – Gena Katz
INSURANCE INSIGHTS – Safe Haven – David Wm. Brown
CLOSING BELL: The CE Debacle – Beasley Hawkes

INSIDE EDGE: Barren Breeding Ground – Darin Diehl
FRONT END LOAD
TOOLBOX – Front and Centered – David Christianson
Cover story – Escape From Debt Mountain – Heidi Staseson
Opportunity Knocks – Fraser Smith
2004 Advisor of the Year – The Equalizer – Michael Berton
Family Man – Ted Burton
TAX BREAK – Residential Write-off – Gena Katz
COMPLIANCE CHECK – Suitability – Ellen J. Bessner
THE BOWEN REPORT – Fee-dom – John J. Bowen Jr.
CLOSING BELL: Just a Doggone Minute… – Beasley Hawkes

INSIDE EDGE: Wholesale Advice – Darin Diehl
FRONT END LOAD
COVER STORY – You’re Fired – David Wm. Brown
ADVISOR OF THE YEAR – HONOURABLE MENTION: Compensating Heirs – Michael Berton
TAX BREAK: Trust But Verify – Gena Katz
THE BOWEN REPORT: Relationship Marketing – John J.Bowen Jr.
CLOSING BELL: Lower Hurdles, More Advisors? – Beasley Hawkes

INSIDE EDGE: Critical Compassion – Darin Diehl
FRONT END LOAD
TOOLBOX: Rethinking Retirement – Michael Berton
Referral Ready – Heidi Staseson
COVER STORY – Giving It Away – David Wm. Brown
ADVISOR OF THE YEAR – HONOURABLE MENTION: Getting Organized – Michael Berton
MY EDGE: One-Stop Shopping – John Lindsay as told to Deanne N.Gage
TAX BREAK: 20/20 Hindsight – Gena Katz
COMPLIANCE CHECK: Staying Clear Of Conflict – Gena Katz
THE BOWEN REPORT: Institutional Leverage – John J.Bowen Jr.
CLOSING BELL: Are Advisors Mere Sheep? – Beasley Hawkes

INSIDE EDGE: Shirking Responsibility – Darin Diehl
FRONT END LOAD
TOOLBOX: Company Policy – David Christianson
COVER STORY – Seeking Successors – Harvey Schachter
Audit Risks – Jamie Golombek
ADVISOR OF THE YEAR – HONOURABLE MENTION: Amicable Division – Michael Berton
ADVISOR OF THE YEAR – HONOURABLE MENTION: Organizing Assets – Michael Berton
TAX BREAK: Trusts For Heirs – Gena Katz
INSURANCE INSIGHTS: Going Corporate – David Wm. Brown
THE BOWEN REPORT: Strategic Alliances – John J.Bowen Jr.
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Web Survivor – Darin Diehl
FRONT END LOAD
COVER STORY – Winning Match – Lisa Machado
Paragon or Pest? – Heidi Staseson
Classic Correspondence – Philip Porado
MY EDGE: Unravelling Risk – Margaret Franklin
TAX BREAK: Expatriate Angst – Gena Katz
COMPLIANCE CHECK: Do Not Go Quietly… – Ellen J.Bessner
MANAGING: Honey Or Vinegar – Harvey Schachter
THE BOWEN REPORT: The Better Way – John J.Bowen Jr.
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Disparate Voices – Darin Diehl
FRONT END LOAD
TOOLBOX: Retirement Alternative – Michael Berton
COVER STORY – Deep Impact – Alison MacAlpine
ADVISOR FORUM: Passive Philosophies – Bradley G. Steinman
ADVISOR FORUM: Protecting Assets – Philip Porado
ADVISOR FORUM: Sudden Windfalls – Doug Watt
ADVISOR FORUM: Investment Predictions – Doug Watt
ADVISOR FORUM: Trust Options – Doug Watt
ADVISOR FORUM: Portfolio Evolution – Deanne N. Gage
ADVISOR FORUM: Equity Advantages – Philip Porado
ADVISOR FORUM: A New Sensation – Heidi Staseson
TAX BREAK: Trust For a Lifetime – Gena Katz
INSURANCE INSIGHTS: Integrated Giving – David Wm. Brown
MANAGING: Combatting Contradiction – Harvey Schachter
THE BOWEN REPORT: Give Them What They Want – John J. Bowen Jr.
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Legacy Lessons – Darin Diehl
FRONT END LOAD
TOOLBOX: Covering the Boss – John McMeans and Glenn Dool
INSURANCE: Advantage Annuities – Bruce Cumming
COVER STORY – Less is More – Alison MacAlpine
RRSP SURVIVAL GUIDE: Risky Business – Robert Ironside
RRSP SURVIVAL GUIDE: Kids and RRSPs – Jamie Golombek
COMPLIANCE CHECK: When Trouble Walks In – Ellen J. Bessner
THE BOWEN REPORT: Wake-up Call – John J. Bowen Jr.
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Birth Announcement – Darin Diehl
FRONT END LOAD
COVER STORY: Advisor of the Year Awards
AOTY – Ontario Region Winner
AOTY – Prairies Region Winner
AOTY – B.C./Territories Region Winner
RRSP SURVIVAL GUIDE: Protect, Preserve, Perpetuate – Daryl Diamond
RRSP SURVIVAL GUIDE: Estate Planning for RRSPs – Jamie Golombek
COMPLIANCE CHECK: Superior Signage – Ellen J. Bessner
INSURANCE INSIGHTS : Getting Things Settled – David Wm. Brown
TRUE WEALTH: Made in the Shade – Thane Stenner
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Your Commissions are Showing – Darin Diehl
FRONT END LOAD
COVER STORY: Guiding Light – Moshe A. Milevsky
What Women Want – Betty-Anne Howard
TAX BREAK : Vaction Property Benefits – Gena Katz
INVESTMENT MATTERS: Hedge Fund Transparency – Pierre Saint-Laurent
MANAGING: Time Management Misconception – Harvey Schachter
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: The Right Stuff – Darin Diehl
FRONT END LOAD
INVESTMENTS: Personal Pension – Ian E. Baker
INSURANCE: Premium Practices – Steven Lamb
COVER STORY: Beat the Tax – Jamie Golombek
RRSP SURVIVAL GUIDE: False Moves – David Christianson
RRSP SURVIVAL GUIDE: Checking in Twice – David Christianson
RRSP SURVIVAL GUIDE: Process Makes Perfect – Geoff Kirbyson
RRSP SURVIVAL GUIDE: RRSP Tax Saver – Evelyn Jacks
OUR EDGE: Combined Expertise – Kim McCartney and Ken Martin as told to Geoff Kirbyson
COMPLIANCE CHECK: Limited Trading Authorization – Ellen J. Bessner
INSURANCE INSIGHTS : Genetic Advances – David Wm. Brown
TRUE WEALTH : All the Small Things – Thane Stenner
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Charitable Knowledge – Darin Diehl
FRONT END LOAD
TOOLBOX
COVER STORY: Half Empty – Deanne N. Gage
PRACTICE MANAGEMENT: FarmAid – Steven Lamb
COMPLIANCE: Beware the Beneficiary Designation – Jamie Golombek
MY EDGE : Trust Factor – Rob Kelland as told to Deanne N. Gage
TAX BREAK : U.S. Property for Sale – Gena Katz
INVESTMENT MATTERS: Thinking "Alts" – Pierre Saint-Laurent
MANAGING: 20 Questions – Harvey Schachter
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Advice Rules – Darin Diehl
FRONT END LOAD
TOOLBOX: Best-Kept Secret – Michael Berton
COVER STORY/INDUSTRY: Man in the Middle – Scot Blythe
INSURANCE: Travel Advisory – Sheila Avari
COMPLIANCE CHECK: Take Your Time – Ellen J. Bessner
INSURANCE INSIGHTS: Required Reading – David Wm. Brown
TRUE WEALTH: Protection Plus – Thane Stenner
MARKETING FRONTLINES: Referral Wrap-Up – Dan Richards
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: A Few Good Advisors – Darin Diehl
FRONT END LOAD
TOOLBOX: Safe Growth – Barry Carson
COVER STORY/PRACTICE MANAGEMENT: Hidden Millionaires – Alison MacAlpine
INVESTMENTS: Noted Guarantees – Dan Hallett
PRACTICE MANAGEMENT: Taking the Best Deal – David Matchett
MY EDGE: Financial Compass – Susan Misner as told to Heidi Staseson
TAX BREAK: Vacation South of the 49th – Gena Katz
MANAGING: Writing a Dashboard – Harvey Schachter
MARKETING FRONTLINES: Acceptance Speech – Dan Richards
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Rainy Day – Darin Diehl
FRONT END LOAD
TOOLBOX: Sharing the Wealth – Christine Van Cauwenberghe
GROUP PLANNING: Group Gets Personal – Scot Blythe
COVER STORY: Striking Success – Harvey Schachter
MY EDGE: Starting Over – Laurie Stephenson as told to Diana Cawfield
COMPLIANCE CHECK: Advisor Friend or Foe? – Ellen J. Bessner
INSURANCE INSIGHTS: Improve the Rating – David Wm. Brown
TRUE WEALTH: Breaking the Ice – Thane Stenner
MARKETING FRONTLINES: The “A-List” of Referrals – Dan Richards
THIS ‘N’ THAT- Andrew Rickard

INSIDE EDGE: Practice Protection – Darin Diehl
FRONT END LOAD
TOOLBOX: The Softer Side – Douglas V. Nelson
COVER STORY: Bad Things Do Happen to Good Advisors – Geoff Kirbyson
COVER STORY: Preparing Your Defence – Ellen J. Bessner
COVER STORY: Safety Net – Doug Watt
PRACTICE MANAGEMENT: Beyond the Plateau – Mounir R. El-Ayari
MY EDGE: The Divorce Planner – Erika Penner as told to Diana Cawfield
TAX BREAK: Plan Potential – Gena Katz
INVESTMENT MATTERS: A Sure Thing – Pierre Saint-Laurent
MARKETING FRONTLINES: Reaping Referrals – Dan Richards
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Dispelling the Fear Factor – Darin Diehl
FRONT END LOAD
COVER STORY/INDUSTRY: Fundamental Questions – Interview by Darin Diehl
ADVISOR FORUM UPDATE: Leaving More Behind – Tim Cestnick
ADVISOR FORUM UPDATE: Understanding Your Client – Douglas Yam
ADVISOR FORUM UPDATE: Alternative Income – Gavin Graham
ADVISOR FORUM UPDATE: Bullish on China – Jonathan Passmore
ADVISOR FORUM UPDATE: Valuing Your Business – Brenda McEachern
ADVISOR FORUM UPDATE: The Truth About Change – Bernard Letendre
ADVISOR FORUM UPDATE: Biotech Opportunities – Normand Balthazard
MY EDGE: Advice by Design – Brian Ward as told to Deanne N. Gage
INSURANCE INSIGHTS: Minding the Gap – David Wm. Brown
TRUE WEALTH: Executive Orders – Thane Stenner
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: All the Right Tools – Darin Diehl
FRONT END LOAD
TOOLBOX: Permanent Savings – David Christianson
COVER STORY/INDUSTRY: Boutiquing Past the Banks – Scot Blythe
INVESTMENTS: Hot Property – Geoff Kirbyson
TAX BREAK: Frozen Assets – Gena Katz
INVESTMENT MATTERS: Risky Business – Pierre Saint-Laurent
MARKETING FRONTLINES: Special Treatment – Dan Richards
THIS ‘N’ THAT Andrew Rickard
RRSP SURVIVAL GUIDE, PART 4 OF 4: Labour Movement – Allan Jacks
RRSP SURVIVAL GUIDE, PART 4 OF 4: Inside or Outside – Barry R. Carson
RRSP SURVIVAL GUIDE, PART 4 OF 4: Guaranteed Contracts – Paul Grimes

INSIDE EDGE: Agenda 2004 – Darin Diehl
FRONT END LOAD
COVER STORY/INDUSTRY: Eye on Privacy – Geoff Kirbyson
ESTATE PLANNING: Life Support – John Poyser
INVESTMENTS: Safety Can Veil Risk – Dan Hallett
MY EDGE: Common Goal – By Steve Sutherland as told to Deanne N. Gage
INSURANCE INSIGHTS: The CI Claim – David Wm. Brown
TRUE WEALTH: Business Resolutions – Thane Stenner
MANAGING: Closing the Loops – Harvey Schachter
MARKETING FRONTLINES: Successful Day – Dan Richards
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Breaking the Chains – Darin Diehl
FRONT END LOAD
TOOLBOX: Key to the Business – Douglas V. Nelson
COVER STORY/PRACTICE MANAGEMENT: No Plan? – Brian J. Quinlan
TAX PLANNING: The New Loss Rules – Jamie Golombek
TAX BREAK: Third-Party Payments – Gena Katz
COMPLIANCE CHECK: A Planner’s Obligation – Ellen J. Bessner
TRUE WEALTH: Talking Hedges – Thane Stenner
MARKETING FRONTLINES: Prospecting Persistence – Dan Richards
THIS ‘N’ THAT Andrew Rickard
RRSP SURVIVAL GUIDE, PART 3 OF 4: Behind the Scenes – Pierre Saint-Laurent
RRSP SURVIVAL GUIDE, PART 3 OF 4: Portfolio Tune-up – Geoff Kirbyson
RRSP SURVIVAL GUIDE, PART 3 OF 4: Transferring Tuition – Jamie Golombek
RRSP SURVIVAL GUIDE, PART 3 OF 4: RRSP Alternative – Richard Shillington

INSIDE EDGE: Ousting the Pretenders – Darin Diehl
FRONT END LOAD
ADVISOR OF THE YEAR AWARDS: Unsung Heroes
ATLANTIC REGION 2003 ADVISOR OF THE YEAR BRIAN S. JONES: Getting Back on Track – Michael Berton
PRAIRIES REGION 2003 ADVISOR OF THE YEAR PAT HORNING: Passing on the Farm – Michael Berton
ONTARIO REGION 2003 ADVISOR OF THE YEAR JACK LUMSDEN: Retiring the Right Way – Michael Berton
B.C./TERRITORIES REGION ADVISOR OF THE YEAR CATHIE HURLBURT: Planning for One – Michael Berton
QUEBEC REGION 2003 ADVISOR OF THE YEAR ERIC MERCIER: Optimizing the Costs – Pierre Saint-Laurent
2003 CAREER ACHIEVEMENT AWARD WINNER TOM RICE: Dealership Leadership – Doug Watt
TAX BREAK: Support Payments – Gena Katz
INSURANCE INSIGHTS: For Better or For Worse – David Wm. Brown
TRUE WEALTH: Sudden Wealth – Thane Stenner
MANAGING: Why the Theory Works – Harvey Schachter
MARKETING FRONTLINES: Modest Optimism – Dan Richards
THIS ‘N’ THAT – Andrew Rickard
RRSP SURVIVAL GUIDE, PART 2 OF 4: Striking a Balance – Geoff Kirbyson
RRSP SURVIVAL GUIDE, PART 2 OF 4: Avoiding RRSPs – Richard Shillington
RRSP SURVIVAL GUIDE, PART 2 OF 4: Taking Your RRSP to School – Jamie Golombek

INSIDE EDGE: “What Do I Need You For?” – Darin Diehl
FRONT END LOAD
TOOLBOX: Move or Renovate? – Michael Berton
COVER STORY/PRACTICE MANAGEMENT: Is Your Client a Bond or a Stock? – Moshe A. Milevsky
INVESTMENTS: Unwrapping Wrap Accounts – Dan Hallett
MY EDGE: Squashing the Competition – Ron Kogan as told to Deanne N. Gage
COMPLIANCE CHECK: Reasonable Standard – Ellen J. Bessner
TRUE WEALTH: Planning for Success – Thane Stenner
MANAGING: Common Mindset – Harvey Schachter
INVESTMENT MATTERS: The Next Big Thing – Pierre Saint-Laurent
MARKETING FRONTLINES: Client Defection – Dan Richards
THIS ‘N’ THAT – Andrew Rickard
RRSP SURVIVAL GUIDE, PART 1 OF 4: Harvesting Losses – Jamie Golombek
RRSP SURVIVAL GUIDE, PART 1 OF 4: Year-End Tax Planning – Heather Evans
RRSP SURVIVAL GUIDE, PART 1 OF 4: To File or Not to File – Dean T. Smith

INSIDE EDGE: What It Takes – Darin Diehl
FRONT END LOAD
TOOLBOX: Common-Law Confusion – Christine Van Cauwenberghe
ADVISOR FORUM SNEAK PREVIEW
SECOND ANNUAL DOLLARS & SENSE SPECIAL REPORT: Glimmer of Hope
SECOND ANNUAL DOLLARS & SENSE SPECIAL REPORT: Brand-New Day – Deanne N. Gage
SECOND ANNUAL DOLLARS & SENSE SPECIAL REPORT: Sticking It Out – Jennifer McLaughlin
SECOND ANNUAL DOLLARS & SENSE SPECIAL REPORT: Clawed Advice – Scot Blythe
SECOND ANNUAL DOLLARS & SENSE SPECIAL REPORT: Getting The Message – Sheila Avari
SECOND ANNUAL DOLLARS & SENSE SPECIAL REPORT: Top-Notch – Doug Watt
SECOND ANNUAL DOLLARS & SENSE SPECIAL REPORT: Ahead Of The Pack – Deanne N. Gage
BOOK EXCERPT: Are Advisors True Professionals? – John J. De Goey
INSURANCE INSIGHTS: Falling Pillars – David Wm. Brown
TRUE WEALTH: The Problem With Affluenza – Thane Stenner
MARKETING FRONTLINES: The Business You Are In – Dan Richards
THIS ‘N’ THAT – Andrew Rickard

PUBLISHER’S NOTE: Cusp of Innovation – Paul Williams
INSIDE EDGE: A Cautionary Tale – Darin Diehl
FRONT END LOAD
ADVISOR’S EDGE 5TH ANNIVERSARY: Showtime!
ADVISOR’S EDGE 5TH ANNIVERSARY: Independence Daze – Jennifer McLaughlin
ADVISOR’S EDGE 5TH ANNIVERSARY: Life After Funds – Scot Blythe
ADVISOR’S EDGE 5TH ANNIVERSARY: Industry Gazing
ADVISOR’S EDGE 5TH ANNIVERSARY: Rebuilding Confidence – Ellen J. Bessner
ADVISOR’S EDGE 5TH ANNIVERSARY: The Dark Side – Sheila Avari
ADVISOR’S EDGE 5TH ANNIVERSARY: Advisor 2010 – Deanne N. Gage
TAX BREAK: Corporate-Class Funds Part Two – Gena Katz
INVESTMENT MATTERS: What a Difference 5 Years Make! – Pierre Saint-Laurent
TRUE WEALTH: What the Wealthy Want – Thane Stenner
MARKETING FRONTLINES: E-mail Power – Dan Richards

INSIDE EDGE: Payout Peril – Darin Diehl
FRONT END LOAD
TOOLBOX: South Bound – Brian Wruk
COVER STORY/PRACTICE MANAGEMENT: Border Crossing – Jennifer McLaughlin
COVER STORY/TAX PLANNING: Married to an American – Dean T. Smith
PROFESSIONAL NETWORKS: How to Really Get an Accountant’s Attention – Kurt Rosentreter
MY EDGE: Doctor Advisor – Pierre Gaumond as told to Deanne N. Gage
TAX BREAK: Corporate-Class Funds – Gena Katz
COMPLIANCE CHECK: The Paper Trail – Ellen J. Bessner
MANAGING: Recharging the Generator – Harvey Schachter
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Chevreau and Carrick – Darin Diehl
FRONT END LOAD
TOOLBOX: The Insurance Puzzle – Bob Fleischacker
GROUP PLANNING: Catering to the Group – Sheila Avari
COVER STORY/RETIREMENT PLANNING: Time is Expiring… – Deanne N. Gage
OUR EDGE: Tried-And-True – Clifford Noonoo, Jonathan R. Pinsler and Gail Malone as told to Deanne N. Gage
TAX BREAK: Long-Term Tax Perks, Part 2 – Gena Katz
INSURANCE INSIGHTS: Steps to Evaluation – David Wm. Brown
INVESTMENT MATTERS: The Four Ps – Pierre Saint-Laurent
MARKETING FRONTLINES: "Will I be OK?" – Dan Richards
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Time Well Spent – Darin Diehl
FRONT END LOAD
TOOLBOX: Buy Back Time – Michael Berton
COVER STORY/PRACTICE MANAGEMENT: Staying Afloat – Jennifer McLaughlin
COMPENSATION: The Price They Pay – Geoff Kirbyson
ESTATE PLANNING: When the Will Isn’t the Way – John Askin
TAX BREAK: Long-Term Tax Perks – Gena Katz
INSURANCE INSIGHTS: The Case for Long-Term Care – David Wm. Brown
MANAGING: Do and Coach – Harvey Schachter
TRUE WEALTH: ‘Tis Better to Give – Thane Stenner
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: A Flaw in the Plan – Darin Diehl
TOOLBOX: Mystical Money – Bruce Cumming
COVER STORY/INDUSTRY: View From the Top – Geoff Kirbyson
MARKETING: Everywhere a Prospect – Sheldon Gordon
CLIENT RESOURCES: Complaint Network – Interview with Pierre Gravelle by Pierre Saint-Laurent
MY EDGE: Living on Less – Alison Jenner as told to Deanne N. Gage
YOUR BUSINESS: Don’t Follow the Fixed Income Herd – Caroline Cakebread
TRUE WEALTH: All in the Family – Thane Stenner
INVESTMENT MATTERS: The Long View – Pierre Saint-Laurent
COMPLIANCE CHECK: Credibility Victory – Ellen J. Bessner
MARKETING FRONTLINES: Off the Sidelines – Dan Richards
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Manifesto for Change – Darin Diehl
TOOLBOX: Giving Credit – Michael Berton
KNOW YOUR CLIENT: Client Resolution – Jennifer McLaughlin
COVER STORY: Critical Future? – Sheila Avari
CONTINUING EDUCATION: Hedge-ucation – Scot Blythe
TAX PLANNING: Executor Decision – Evelyn Jacks
MY EDGE: Media Star – Alan Caplan as told to Deanne N. Gage
YOUR BUSINESS: Avoiding an Audit – Scot Blythe
TAX BREAK: Income Search – Gena Katz
INSURANCE INSIGHTS: Stamp of Approval – David Wm. Brown
COMPLIANCE CHECK: Red Flags – Ellen J. Bessner
MANAGING: Charisma Ain’t Us – Harvey Schachter
MARKETING FRONTLINES: The Halo Effect – Dan Richards
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Angst and Action – Darin Diehl
TOOLBOX: Eating Your Cake, Too – Barry R. Carson
KNOW YOUR CLIENT: Common Ground – Jennifer McLaughlin
COVER STORY: Business & Pleasure – Harvey Schachter
CLIENTS IN TRANSITION: Wealth Anxiety – Jennifer McLaughlin
PRACTICE MANAGEMENT: Avoiding the Bear Trap – Geoff Kirbyson
MY EDGE: Made to Order – Murray Child as told to Deanne N. Gage
YOUR BUSINESS: Equity Forecast – Scot Blythe
INVESTMENT MATTERS: Finance 101 – Pierre Saint-Laurent
TRUE WEALTH: The Spirit of "Co-opetition" – Thane Stenner
COMPLIANCE CHECK: Will the Judge Believe You? – Ellen J. Bessner
MARKETING FRONTLINES: Community Action – Dan Richards
THIS ‘N’ THAT – Andrew Rickard

INSIDE EDGE: Merger Mania – Darin Diehl
TOOLBOX: Rebuilding a Retirement – Stanley Wood
COVER STORY/INDUSTRY: Tainted Funds – Brian Slemming
TAX PLANNING: Tax Control – Kurt Rosentreter
MY EDGE: Driven To Succeed – John Ord as told to Deanne N. Gage
YOUR BUSINESS: Insurance Powerhouse – Sheila Avari
TAX BREAK: Declaring an Interest – Gena Katz
INSURANCE INSIGHTS: A Troubling Trend – David Wm. Brown
TRUE WEALTH: Service First – Thane Stenner
MANAGING: Tell Me a Story – Harvey Schachter
MARKETING FRONTLINES: Expert Effort – Dan Richards
THIS ‘N’ THAT – Andrew Rickard
RRSP SURVIVAL GUIDE, PART 4 OF 4: Back in Style – Geoff Kirbyson
RRSP SURVIVAL GUIDE, PART 4 OF 4: Raising Capital – Jamie Golombek
RRSP SURVIVAL GUIDE, PART 4 OF 4: The Next Meeting – Andrea Davis

INSIDE EDGE: Making The Case – Darin Diehl
TOOLBOX: Helping Hand – Ian Callaway
KNOW YOUR CLIENT: Market Gurus – Sheila Avari
COVER STORY: Honour Roll (Advisor of the Year Award)
CAREER ACHIEVEMENT AWARD WINNER: Robert S. Bell, FCSI – Deanne N. Gage
ATLANTIC CANADA REGION WINNER: David Morgan, FMA – Michael Berton
QUEBEC REGION WINNER: Christian Boucher, Pl.Fin. – Michael Berton
B.C./TERRITORIES WINNER: Malcolm Ross, CFP – Michael Berton
ONTARIO REGION WINNER: Lance Howard, CFP, CLU, and Patrick Keyes, BA – Michael Berton
PRAIRIES REGION WINNER: David Christianson, CFP, TEP, R.F.P. – Michael Berton
YOUR BUSINESS: Making it Policy – Jennifer McLaughlin
INVESTMENT MATTERS: Hedging Spree? – Pierre Saint-Laurent
TRUE WEALTH: The Wealthy are Different – Thane Stenner
MARKETING FRONTLINES: Rebuilding the Trust – Dan Richards
THIS ‘N’ THAT – Andrew Rickard
RRSP SURVIVAL GUIDE, PART 3 OF 4: Unwise RRSP Strategies – Jamie Golombek
RRSP SURVIVAL GUIDE, PART 3 OF 4: Then & Now – Andrea Davis