AE May 2016

May 2016

Conversations

Q:What are the biggest misconceptions clients have about your job? Joseph Bakish vice-president, investment advisor at Richardson GMP in Montreal Clients often think we have…

Fortysomethings share their challenges

Think about how much time you and your staff have spent booking client meetings. And think about how helpful would it be if you could…

Industry News

We looked at what’s on your product shelf.

The primary benefit is that the assets within the trust are not subject to estate administration taxes, commonly known as probate fees

Lessons from a U.S. advisor

Sharon’s son was diagnosed with Batten disease at age 9, and succumbed 10 years later. Batten disease is a rare disorder of the nervous system…

CRM2 implementation is still underway, but regulators are already considering how to push for more transparency. Regulators could crack down on how non-securities investments are…

Occupation retired City Toronto, Ont. Age 84 I’ve been investing for: 55 years Investable assets: more than $4 million How long I’ve had an advisor:…

Life

Clients who need access to cash will come to you for solutions

Kevin Cork

Think about how much time you and your staff have spent booking client meetings. And think about how helpful would it be if you could…

Katie Keir

Lessons from a U.S. advisor

CRM2 implementation is still underway, but regulators are already considering how to push for more transparency. Regulators could crack down on how non-securities investments are…

Alternative Investments

One way to tap into a property's equity

Market Insights

If you could ask the government to mandate higher returns, you’d probably jump at the chance.