Christopher Ambridge

Planning and Advice

How outsourcing investment management will improve your practice

How much of your day is spent on administrative tasks, portfolio management, market analysis, trading, and compliance?

By Christopher Ambridge |March 9, 2016

3 min read

Planning and Advice

Segment your book for a stronger firm

Identify which clients to focus on and which to let go

By Christopher Ambridge |January 6, 2016

4 min read

Industry

2 strategies for being a competitive advisor

There’s competition from inside and outside the industry

By Christopher Ambridge |September 30, 2015

3 min read

Estate Planning

Don’t wait for succession planning to become mandatory

What happens when an advisor is incapacitated or dies suddenly? How will clients continue to be served without disruption?

By Christopher Ambridge |May 27, 2015

2 min read

More Columnists

Aravind Sithamparapillai

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Ben Felix

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Understanding the role of bonds in retirement portfolios

February 5, 2024|4 min read

Coreen Sol

Finding your volatility sweet spot

March 7, 2024|4 min read

Unravelling confirmation bias

December 15, 2023|2 min read

Sam Sivarajan

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

Understanding clients means helping them feel in control

December 20, 2023|3 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta

Tax & Estate

Defining trusts for tax reporting and compliance

February 8, 2024|5 min read

RRSPs and estate administration

November 15, 2023|6 min read