Industry

Top successors talk shop

The future of Valerie March and Bryan Bennett’s practice arrived somewhat unexpectedly. The founders of Bennett March were pondering an exit strategy from the business they’d run for 27 years, and faced the choice of either selling their book of business outright, or bringing in a younger partner and paving the way for a transition. […]

By Staff |June 1, 2010

10 min read

Rethinking succession

For many years, those concerned about the future of the financial services industry have asked where the young advisors will come from. And the search for answers gets ever more urgent as multiple factors converge to prompt advisors to either retire or sell. Those who make their living consolidating advisory practices welcome the trend – […]

By Philip Porado |June 1, 2010

3 min read

Succession plans dominate conference

With millions of Canadians approaching retirement, succession planning is indeed a hot topic. According to Statistics Canada, by 2015 one in five workers will be aged 55 to 64, which means there may never be as many people looking to hand off or sell businesses as there are right now. And what’s true for businesses […]

By Suzanne Sharma |June 1, 2010

4 min read

Briefly:

BluMont Capital has announced that Sherpa Asset Management will be awarded the exclusive investment management duties for the BluMont Core Hedge Fund, effective July 1, 2010. “Sherpa is an exciting new investment manager for the fund with a robust investment program that we believe will quickly add value for its unitholders,” said James Wanstall, CEO […]

By Staff |June 1, 2010

2 min read