Thane Stenner, Rod Bower, Rory O’Connor

Being rich is not a retirement plan

At first, the phrase high-net-worth retirement planning seems almost a contradiction in terms. After all, once you've accumulated $1-million in investible assets, a comfortable retirement is almost a given.

By Thane Stenner, Rod Bower, Rory O'Connor |August 21, 2013

4 min read

Planning and Advice

The real estate talk

It’s hard not to be impressed by the performance of the residential real estate market over the past several years, particularly in Western Canada, where prices seem to be going nowhere but up. In the past 12 months, for example, the price of a detached bungalow has risen 47.4% in Edmonton, 23.9% in Calgary and […]

By Thane Stenner, Rod Bower, Rory O'Connor |August 28, 2007

5 min read

Planning and Advice

How to build client loyalty

(July 2007) How important is client loyalty to your practice? If you work with the high-net-worth population, then client loyalty is a make-or-break issue. If clients remain loyal, your practice will thrive. If not, it will wither and die. It really is as simple as that. As anyone who’s been in this business for any […]

By Thane Stenner, Rod Bower, Rory O'Connor |July 9, 2007

5 min read