Kate McCaffery

Happy retirees making life easier for Canadian advisors

Canada is a good place to be a financial advisor. A recent international survey of retirement attitudes and realities in different countries found that Canadians are reasonably open to suggestions about retirement and estate planning. The poll also illuminated a couple of areas of concern that smart advisors might do well to capitalize on.

By Kate McCaffery |May 6, 2013

2 min read

Planning and Advice

Save an endangered client relationship

When clients leave, it can be surprising. But, often there are signs the relationship was on the rocks.

By Kate McCaffery |November 12, 2012

5 min read

Market Insights

Resources to lag in soft global economy

More than any other asset, the demand outlook for commodities is intrinsically tied to the big picture. Forget bottom up investing; if you want to predict the price of, say, copper, you need to examine the entire macroeconomic picture in all of its dismal glory.

By Kate McCaffery |January 19, 2012

4 min read