Entrepreneur

Business owners need succession help

Small and medium-sized business owners can make great clients. Their net worth is usually higher than average and their complex needs allow the advisor to demonstrate their expertise in tax and estate planning. If there is one area that needs special attention, however, it is succession planning. Nearly half of Canadian family business owners have […]

By Steven Lamb |March 14, 2011

3 min read

Planning and Advice

Out of these markets—opportunities for a ‘new’ kind of advisor

In the small city where I live, a major Canadian investment firm has opened a new office. The full-page ad in our local paper focuses on the experience of the two new “wealth advisors” at the firm and their willingness to provide a review of your portfolio. “If you are not happy with the returns […]

By Barry LaValley |March 19, 2009

5 min read

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