Client book

Planning and Advice

Why client coaching can’t be left for corrections

The February correction was a useful check against complacency

By Mark Burgess |March 16, 2018

4 min read

Planning and Advice

Help a new mom who’s planning to freelance

Advice for the first 10 minutes of a meeting

By Gil Martinez |March 16, 2018

2 min read

Planning and Advice

Coach clients with a newly empty nest

In the first 10 minutes of a meeting, your client says: “Tyler finally left for school and we’re turning his room into a gym."

By Gil Martinez |February 17, 2018

2 min read

Advisor's Edge

Learn how to help freelancers

The number of self-employed workers in Canada is growing

By Katie Keir |February 17, 2018

6 min read

Advisor's Edge

Helping clients sort out a holiday inheritance fight

In the first 10 minutes of a meeting, your client says: “My kids had a horrible fight over the holidays."

By Gil Martinez |January 25, 2018

2 min read

Advisor's Edge

What happens when advice breaks up with investments

Advisors get proactive and creative

By Michelle Schriver |January 25, 2018

9 min read

Advisor's Edge

Client confidential: Celine Hui

A 25-year-old with a savings plan

By Susan Goldberg |January 25, 2018

3 min read

Planning and Advice

Questions to ask an aspiring small business owner

In the first 10 minutes of a meeting, your client says: We went leaf-peeping on the Cabot Trail. We had a great time but our B&B was horrible. I could do it so much better! At that moment Later in the meeting Offer to look at your client’s portfolio and help her figure out how […]

By Gil Martinez |November 17, 2017

2 min read

Advisor's Edge

Help clients handle child custody

Scenario: Gwyn and Farid* of North Vancouver have divorced, with a court awarding them joint custody of their 12-year-old daughter, Ashley. Problem is, the couple can’t agree on a custody schedule, and Ashley doesn’t like seeing her mother (and blames her for the divorce). Gwyn comes to you, her advisor, asking for best practices, a […]

By Allan Tong |November 14, 2017

9 min read

Advisor's Edge

Client confidential: Wessy L.

Occupation Student and retired police officer City Thunder Bay, Ont. Age 65 I’ve been investing since: My mid-40s Portfolio: About $300,000 in an RRIF; a home in Thunder Bay; pensions that net about $95,000 per year; roughly $100,000 worth of vintage and collectible cars and boats; small mortgage on my home. I recently sold a […]

By Susan Goldberg |November 14, 2017

3 min read

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