Brenda Craig

Dealing with the big draw down

Financial advisors spend decades helping clients accumulate wealth, knowing that eventually those clients will draw down their portfolio to finance retirement years. Keeping that client book as dynamic as possible is important for advisors.

By Brenda Craig |December 2, 2013

3 min read

Planning and Advice

Independents should focus on niche markets

Some people strive for change and others have change thrust upon them. And so it is in the financial planning business. The financial services industry has become so complex that certified financial planner Bradley Roulston, who runs Healthcare Financial Group, a successful niche market financial services business with offices in Toronto and Vancouver, says boldly, […]

By Brenda Craig |August 2, 2011

4 min read

Industry

Helping HNW clients at tax time

“Courteous reader”, Benjamin Franklin wrote in his 1758 book, Way to Wealth, “Get what you can and what you get, hold. ‘Tis the stone that will turn all your lead into gold.” Wealthy Canadians usually have themselves well fortified against Canada Revenue Agency’s attempts to turn their gold back into lead at tax time, but […]

By Brenda Craig |March 21, 2011

4 min read