News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Have you ever tried to think like a horse? John Welch of Toron AMI International Asset Management has. And it’s worked to his benefit. In fact, just like a racehorse, he’s focused, driven and keeps his end goal in mind. And he uses these qualities when networking within equestrian circles, a subculture that’s known for having numerous events and fundraisers. One event he supports is Polo for Learning, which raises money for childrens’ charities.
By Stuart Foxman |February 7, 2014
2 min read
Industry
Raymond James Ltd. is launching a payout program for U.S. client referrals from Canadian advisors in a bid to expand its reach south of the border.
By Evelyn Juan |January 21, 2014
3 min read
You have to network to build your practice. But how much time should you devote? Most professionals spend an average of 6.3 hours meeting new people and strengthening connections every week, says a survey by the Business Network International (BNI).
By Jessica Bruno |January 17, 2014
Estate Planning
Connect to clients’ kids when helping with wealth transfers.
January 14, 2014
Heading into 2014, U.S. advisors will seek more referrals from clients.
By Staff |December 18, 2013
1 min read
An advisor had an elderly client with a small portfolio that required little management. But the client would call the advisor incessantly, asking questions that had nothing to do with her investments, and sometimes just to chat.
By Suzanne Sharma |December 3, 2013
8 min read
Cole Kachur has pierced a client base of successful, wealthy people. Who? Dentists. How? By offering CE-accredited professional development sessions on tax issues, insurance strategies and succession planning that are priorities for this client base.
By Suzanne Sharma |November 5, 2013
4 min read
Strategic partnerships with professionals will grow your practice.
By Jessica Bruno |October 31, 2013
Not many advisors can call Jim Cuddy of the country rock band Blue Rodeo their warm-up act. Rob Campbell can.
By Stuart Foxman |October 1, 2013
Your network probably includes advisors and professionals who share your investment and client service philosophy. While it’s easier to meet and connect with these people, there’s one big drawback.
By Brynna Leslie |October 1, 2013
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