After buying a messy insurance book, this advisor saw an opportunity to start fresh with clients
Open this photo in gallery: Tami Romanchuk, certified financial planner and insurance specialist at Excalibur Executive Planning.Chris TT…
Orchestration is becoming the advisor’s job
Open this photo in gallery: The best advisors are now expected to be the point person orchestrating the…
This retiree enjoys painting, podcasting and writing investment books
Open this photo in gallery: After losing money early in retirement with an investment advisor, Ian Duncan MacDonald,…
Been ghosted by a client? Try not to take it personally
Open this photo in gallery: Financial ghosting has become an increasingly familiar part of the job, exposing just…
What advisors can learn about portfolio structure from Canada’s pension plans
Open this photo in gallery: At CPP Investments, a risk anchor keeps the portfolio aligned with long-term goals…
The uncertain value of performance fees in asset management deals
Open this photo in gallery: Performance fees have become less relevant in Canadian asset management during the past…
Why advisors should focus on a continuity strategy as part of succession planning
Open this photo in gallery: Succession planning is about ensuring that when change does come, it’s not disruptive…
Why some wealthy clients are focused on ‘enough’ rather than ‘more’
Open this photo in gallery: Some wealthy clients are deciding that time, health and meaning outrank pure financial…
Cultural ties and shared values contributed to the success of this advisor’s book purchase
Open this photo in gallery: Christopher Dewdney, certified financial planner at Dewdney & Co. in Mississauga.Supplied In Buy…
Ontario court rules registered plans belong to designated beneficiary, not to estate
Open this photo in gallery: A judge ruled registered accounts were to be treated according to their beneficiary…
How to avoid these retirement income tax traps
Open this photo in gallery: Given the complexity of retirement income, clients can find themselves caught in tax…
After helping advisors with tax and estate solutions for years, Frank Di Pietro wanted a book of his own
Open this photo in gallery: Frank Di Pietro of Investia Financial Services grew tired of the heavy travel…