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Keyword: Succession

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DUNCAN1890 / GETTY IMAGES

Steps to limit tax in other jurisdictions

STEVEN DOMJANCIC FROM GOTHAM STUDIOS

Advice for advisors selling their books

Pravin Kumar First vice-president and portfolio manager, CIBC Wood Gundy, Vancouver I’ve been working for 23 years, so I’m actively looking — internally and externally — for a capable associate to partner with and to eventually succeed me. To help, my firm has a dedicated succession planning team, which keeps me on track in a […]

Wooden dock with chair on calm fall lake

Options for ownership

72% of those aged 25 to 39 export goods and services.

  • By: Staff
  • October 5, 2017 August 21, 2018
  • 10:59

Consider these approaches to maintaining excellent client relations

  • By: Katie Keir
  • March 10, 2017 September 4, 2018
  • 11:45

Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.

Transferring a practice is often the largest business deal a financial advisor will oversee.

  • By: Staff
  • December 9, 2016 August 21, 2018
  • 12:31

Tips to ensure a smooth succession

Understand your obligations and rights