News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
In 1995, I contracted severe pneumonia and lost 18 pounds along with my will to live. I was a secretary for an insurance brokerage but a colleague coaxed me to leave and rediscover myself. After recovering, I got my insurance licence.
By Kanupriya Vashisht |November 1, 2011
2 min read
Some advisors are worried the surge of ETFs means the death of trailers. That’s wrong-headed. Instead, accept these six realities to create a mutually beneficial relationship with clients
By Jason M. Pereira |November 1, 2011
5 min read
You’ve had it with Your dealer. It’s time to move to one with better service, faster trade clearing, and improved market access. But how will it impact your clients? Here are eight things to consider:
By Richard E. Austin |October 1, 2011
Asking the right questions means you’ll get real answers that help you build a productive advisor-client relationship-or sidestep a potential landmine.
October 1, 2011
3 min read
James Pelmore - Senior Investment Advisor, Director of Private Client Group, DWM Securities Inc.
By Kanupriya Vashisht |October 1, 2011
Market Insights
Every investor’s risk tolerance seems to drop in winter and people who are prone to seasonal disorders experience a much bigger drop.
By Mark Kamstra |October 1, 2011
Industry
Many advisors cut rates for households with more than $2 million in investable assets. Here’s why you should, too
By Melissa Shin |September 1, 2011
8 min read
The turn of the 21st century was a time of opportunity for boutique advisory firms
By Scot Blythe |April 7, 2011
10 min read
While conducting the research that drove commentary at our Women’s Roundtable Discussion, our research team also gathered dozens of verbatim comments from women advisors that speak to the differences between male and female clients.
By Nancy Turner |January 1, 2011
The nine-month upward trend on global the stock markets may have dominated business headlines in late 2009, the growth since March has yet to erase the losses of 2008 for most equity-focused mutual funds, according to data from Morningstar Canada. Returns for 2009 were positive for almost all of the equity or balanced fund indices […]
By Steven Lamb |January 5, 2010
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