Thane Stenner, Rod Bower, Rory O’Connor

Being rich is not a retirement plan

At first, the phrase high-net-worth retirement planning seems almost a contradiction in terms. After all, once you've accumulated $1-million in investible assets, a comfortable retirement is almost a given.

By Thane Stenner, Rod Bower, Rory O'Connor |August 21, 2013

4 min read

Planning and Advice

The real estate talk

It’s hard not to be impressed by the performance of the residential real estate market over the past several years, particularly in Western Canada, where prices seem to be going nowhere but up. In the past 12 months, for example, the price of a detached bungalow has risen 47.4% in Edmonton, 23.9% in Calgary and […]

By Thane Stenner, Rod Bower, Rory O'Connor |August 28, 2007

5 min read

Planning and Advice

How to build client loyalty

(July 2007) How important is client loyalty to your practice? If you work with the high-net-worth population, then client loyalty is a make-or-break issue. If clients remain loyal, your practice will thrive. If not, it will wither and die. It really is as simple as that. As anyone who’s been in this business for any […]

By Thane Stenner, Rod Bower, Rory O'Connor |July 9, 2007

5 min read

Planning and Advice

Information advantages

(June 2007) Most financial professionals don’t think too much about the information that crosses their desks. Sometimes it’s useful. Often it’s distracting. But it’s always there. And that’s about as much time as we ever spend thinking about it. Truth be told, however, information is a key component of the successful wealth management practice. Professionals […]

By Thane Stenner, Rod Bower, Rory O'Connor |June 7, 2007

5 min read

Planning and Advice

Five essential steps to enrich your practice

(April 2007) As wealth grows, so does complexity. This is especially true for those who have crossed the threshold from high-net-worth ($1-million or more of investable assets) to ultra-high-net-worth ($10-million or more). Traditionally, one way for ultra- HNW families to cope with this increasing complexity was to build their own private investment firm — a […]

By Thane Stenner, Rod Bower, Rory O'Connor |April 23, 2007

5 min read

Planning and Advice

Fostering teamwork

(February 2007) How strong is your team? It’s an important question — for those working with the high-net-worth population, a critical question. It’s not possible for a single professional to address the myriad financial challenges that a HNW client might conceivably encounter over the course of their lives. There simply isn’t enough time in the […]

By Thane Stenner, Rod Bower, Rory O'Connor |February 12, 2007

4 min read

Planning and Advice

Missed opportunities: how to secure more business from your existing HNW clients

(November 2006) Growth. If you’re like most high net worth advisors, it’s the word most often on your mind. Whether it’s through generating more referrals, establishing relationships with centres-of-influence, or introducing new services or products, you’re constantly looking for ways to build your business. While this effort should be applauded, we’d like to suggest that […]

By Thane Stenner, Rod Bower, Rory O'Connor |November 23, 2006

4 min read