Home Christopher Mason

With all the competition for new clients, it’s often easier to grow through acquisition than spend time wooing prospects.

  • December 12, 2012 August 24, 2018
  • 05:59

Set aside three years’ worth of retirement income to provide clients with a buffer during market crashes.

  • December 10, 2012 October 25, 2018
  • 00:00

Broaden your horizons when it comes to resource investing

  • November 13, 2012 August 24, 2018
  • 00:20

Portfolios may still be bruised, but the rising tide of boomers means it’s time to talk retirement.

  • October 2, 2012 August 21, 2018
  • 00:05

How to get beyond box-checking suitability questionnaires

  • September 5, 2012 August 21, 2018
  • 00:00

It’s not enough to guide clients into retirement. You have to ensure they have enough money to live through it.

  • June 27, 2012 August 21, 2018
  • 14:00

Once you've guided clients into retirement, you have to make sure they don't outlive their money. Yet retirees who grew up during the Depression may spend frivolously in response to a lifetime of penny pinching.

  • June 27, 2012 August 21, 2018
  • 14:00

If your clients are interested in philanthropy, these resources will help you help them.

  • March 9, 2012 June 16, 2018
  • 09:50

Provincial coverage varies. In Ontario, for example, the province covers 75% of significant equipment costs, which could include wheelchairs, orthopaedic braces and breathing aids.

  • February 1, 2012 August 24, 2018
  • 12:48

Fast-growing product offering is changing the licensing debate.

  • November 28, 2011 September 6, 2018
  • 11:30