Practice

The marketing gift that keeps on giving

(November 2002) The old adage “it’s better to give than receive” is true, but before you start ordering this season’s gifts for your clients, you should think about why you are sending them. Perhaps you distribute gifts to thank people for being your clients and supporting you over the year. Maybe you’re just celebrating the […]

By Martin R. Baird | November 27, 2002

4 min read

Planning and Advice

Your guide to outstanding client gifts that will make you stand out

(November 2002) Finding unique gifts that make you stand out in the mind of your clients has been made easy, thanks to Advisor.ca’s holiday gift giving guide. Read on for some unusual yet thoughtful presents from Canadian Web sites that you can send to your client base or centres of influence this December. For the […]

By Wendi Phillips | November 27, 2002

3 min read

Planning and Advice

Compliance check: The sky is the limit

a $30,000 fine a two-month suspension close supervision for six months Offence C: a $40,000 fine a two-month suspension The advisor may end up with a $110,000 fine, a six-month suspension and close supervision for six months when he returns to the firm, after he completes the CPH. Is this a sufficient incentive to ensure […]

By Ellen J. Bessner | November 23, 2002

3 min read

Planning and Advice

Can drug stocks cure a bad case of bear marketitis? – courtesy of Talvest Fund Management

An ounce of prevention might be worth a pound of cure, but don’t tell that to pharmaceutical sector investors. Now that this group is beginning to recover from a steady string of market declines in the first half of the year, investors are eager to scoop up bargains. Why the change in sentiment? It all […]

By Staff | November 19, 2002

2 min read

Put values first

Today’s new breed of advisor recognizes that the nature of the advisor-client relationship has changed, with discussions shifting from investment markets, products and performance toward life goal-setting, protecting the client’s future and life enjoyment. Over the course of the next couple of months, we will take a step-by-step look at ideas you can use to […]

By Barry LaValley | November 18, 2002

7 min read

Are your business owner clients looking to attract key employees?

Untitled Document Offering extra retirement savings plans can benefit both, but it pays to choose wisely. Company owners who need to attract and retain high-level people may be asking you how they can supplement their employees’ retirement income beyond RRSPs and pensions. There are several ways to do this, each with specific consequences for both […]

By Sun Life | October 8, 2002

3 min read

Should investors keep aerospace stocks on the radar screen?

Untitled Document Coming off several particularly brutal stock sessions, investors are still playing it as safe as possible, primarily favouring sectors with positive near-term prospects. One of those “chosen” sectors is aerospace. Despite a tumultuous market environment and deteriorating commercial aerospace business fundamentals, the overall aerospace group, which includes manufacturers of aircraft and aircraft parts, […]

2 min read