Steven Lamb

Whoops! Beware DIY account transfer costs

An advisor gained a client with a small online brokerage account. As a friendly gesture, that advisor agreed to cover the costs of bringing over the assets. This situation is probably fairly familiar to any advisor who has migrated a frustrated DIY investor into their book. In this case, there were the remnants of dot-com […]

By Steven Lamb |November 15, 2012

2 min read

Economic Indicators

Quake impact will be severe, but short-lived

Reader Alert: What do you think is the overall impact of the crisis in Japan? Vote in our poll here. The earthquake and tsunami that hit Japan on Friday, March 4 have shaken global equity markets, as uncontrolled nuclear reactors sent indices lower on Tuesday. Investors are now struggling to determine what the long-term impact […]

By Steven Lamb |March 15, 2011

3 min read

Estate Planning

Business owners need succession help

Small and medium-sized business owners can make great clients. Their net worth is usually higher than average and their complex needs allow the advisor to demonstrate their expertise in tax and estate planning. If there is one area that needs special attention, however, it is succession planning. Nearly half of Canadian family business owners have […]

By Steven Lamb |March 14, 2011

3 min read