Kathleen Peace

Decorative pattern

Tying the Knot: Growth by merger

Meet for coffee, date, get hitched. The milestones of a successful personal relationship can also be applied to the merger of a business. As a lucky participant in a so-far successful merger of two financial planning practices, here’s what else I’ve learned: Know these things before you sit down to negotiate your partnership, otherwise you […]

By Kathleen Peace | November 19, 2010

2 min read

Decorative pattern

Planning and Advice

Group assets play vital role in planning

This Advisor.ca Special Report is sponsored by: A Group RRSP represents an item on your client’s balance sheet that can’t be ignored. Contributions, investments and performance of this account all play a part in your client’s overall financial plan, and ultimately in your relationship. Free money is a good thing For many, this salient point […]

By Kathleen Peace | September 14, 2010

3 min read

Decorative pattern

Planning and Advice

Tying the Knot: Growth by merger

Meet for coffee, date, get hitched. The milestones of a successful personal relationship can also be applied to the merger of a business. As a lucky participant in a so-far successful merger of two financial planning practices, here’s what else I’ve learned: Know these things before you sit down to negotiate your partnership, otherwise you […]

By Kathleen Peace | March 19, 2010

2 min read

Decorative pattern

Planning and Advice

Tying the Knot: Growth by merger

Meet for coffee, date, get hitched. The milestones of a successful personal relationship can also be applied to the merger of a business. As a lucky participant in a so-far successful merger of two financial planning practices, here’s what else I’ve learned: Know these things before you sit down to negotiate your partnership, otherwise you […]

By Kathleen Peace | March 11, 2010

2 min read

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