October AE 2014

October 2014

Economic

The math suggests the likelihood of going pro is outweighed by the costs

Conversations

Delegating tasks to staff lets you spend more time with clients.

Calgary Flames centre Matt Stajan on finding an advisor

Business cards have long been a staple of networking events. But, in the digital world, are they worth the expense?

Title: Investment Counsellor, RBC PH&N Investment Counsel

David Wm. Brown

For some clients, vacations can turn into financial nightmares. People may fall ill overseas, think they’re covered by their travel insurance, but then discover their…

Estate Planning

Disagreements over marriage contracts can end relationships. But for NHL players and their partners, such documents are must-haves.

How to help ultra-high earners with short careers

Market Insights

How to help ultra-high earners with short careers

Chris Moynes is an IIROC advisor with Aligned Capital Partners Inc. in Toronto. About 95% of his clients are NHL players, agents and coaches.

What to do if your client’s child might play professionally.

DiSpalatro: My first experience with an advisor wasn’t good. In early 2007, I was an academic preoccupied with geopolitics, with little knowledge of the markets…

Tax News

Disagreements over marriage contracts can end relationships. But for NHL players and their partners, such documents are must-haves.

How to help ultra-high earners with short careers

What to do if your client’s child might play professionally.