News and resources for Canada's top financial advisors
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Lowering fees, reducing size and becoming more relevant and responsive to consumers were the main themes of the Current Issues in SRO Compliance conference in Toronto on Thursday, but it was a harsh rebuke by a large lobby and consumer advocacy group that left delegates fidgeting in their seats. The meeting was meant to be […]
By Mark Brown |January 27, 2006
4 min read
There are likely few Canadians surprised by last night’s Conservative victory in the federal election, as polls had been predicting it from the start of the campaign. What may have come as a surprise, however, is just how small of a minority Stephen Harper finds himself leading. Last week there had been some predictions that […]
By Steven Lamb |January 24, 2006
5 min read
Planning and Advice
Few things will boost an advisor’s level of success as efficiently as shifting to a wealth-management approach, because it’s grounded in an in-depth consultative process that gives you a deep understanding of clients’ values and goals. And that enables you to tailor solutions to each of them. The process I recommend revolves around a series […]
By John J. Bowen Jr. |January 20, 2006
3 min read
The Crawford panel released its long awaited discussion paper this morning, proposing a new model for a single Canadian securities regulator. The vision of a common securities regulator for Canada has been variously blocked, stalled and clouded by stakeholders at the country’s 13 existing regulators who are concerned that a central regulator would undermine their […]
By Kate McCaffery |December 7, 2005
(September 2005)In part one, I made the case for right sizing your practice and outlined the Triple A approach to determining which your clients are really your ideal clients. To read Part 1, please click here. Let prospective clients convince you there is a good fit Once an advisor has created an ideal client profile, […]
By Duncan MacPherson |September 15, 2005
(May 27, 2005) The U.S. Federal Reserve will likely raise its key overnight lending rate by another 25 basis points next month to 3.25%, says Scotia Economics. But after that, interest rates will likely remain on hold amid slower economic growth and higher inflation. “Core inflation should edge a bit higher from current levels,” says […]
By Staff |May 24, 2005
9 min read
As a financial advisor, the best possible use of your valuable time is meeting with clients and prospective clients. But are you getting the most out of these meetings? Top advisor Jim Rogers, chair of Vancouver-based Rogers Group Financial and an Advisor’s Edge Career Achievement Award honouree, shares some of the tips and procedures he […]
By Opal Patel |April 12, 2005
(February 23, 2005) In a surprisingly bold stroke for a government presenting the first minority budget in 25 years, Finance Minister Ralph Goodale has opted to ditch the foreign property rule and raise the contribution limits for registered plans. While the 2005 budget has something for everyone — even gold bugs — the investor-friendly provisions […]
By Scot Blythe |February 23, 2005
(January 7, 2005) While donations to the tsunami relief effort have been pouring in across all sectors of the global economy, from the big banks and capital markets, to the heavy hitters of Hollywood and even children’s own piggy banks, Canadian financial advisors are making their own charitable contributions towards the recent world tragedy. And […]
By Heidi Staseson |January 7, 2005
(September 28, 2004) There’s optimism that the involvement of consumer groups will lead to substantial change in Canada’s much-maligned mutual fund industry. CARP, Canada’s Association for the Fifty-Plus, and the Small Investor Protection Association (SIPA) today officially released a report calling for numerous fund industry reforms, including the establishment of a new Investor Protection Agency. […]
By Doug Watt |September 28, 2004
(September 3, 2004) With the summer months officially behind us, the financial services industry is gearing up for another busy conference season, with close to two dozen events on the fall agenda, including IFIC’s annual conference and the Advisor Forum series. It’s a relatively late start for autumn conferences in Canada this year, with IFIC […]
By Doug Watt |September 3, 2004
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