Industry News

Building your business

Building a business is a bit like working a jigsaw puzzle. Before you spread out all the pieces, you need to look at the big picture on the box. Then you separate the edge pieces – build the structure first – and categorize all the other pieces by shape, size and colour. After considerable trial […]

By Kanupriya Vashisht |February 1, 2010

12 min read

Celebrating Advice: Measuring a clients’ needs

While most advisors quickly realized they needed to change lanes on risk-allocation, and pull the brakes on emotionally charged, recession-ravaged clients, Jeff Swanson, owner of Vancouver-based Swanson Financial Footprint, says he avoids speed bumps by keeping greed firmly in check during bull runs. “The good times are the most dangerous times and I know how […]

By Kanupriya Vashisht |February 1, 2010

4 min read

Debt freedom comes in retirement: study

Since the fall of 2008, one of the leading trends in both the investment industry and the broader economy has been deleveraging. Consumers are delaying purchases and clients may be investing less as they strive to reduce their total debt loads. It appears that debt elimination is a long-term strategy, with the final goal often […]

By Steven Lamb |February 1, 2010

3 min read

Briefly:

Canadians are not saving enough now to make the retirement lifestyle they want a reality even though it is one of their top financial goals, says CIBC. “Retirement planning is complex and multifaceted and to achieve the retirement you want, you need to be proactive and start planning early,” said Steve Geist, president, CIBC Asset […]

By Staff |February 1, 2010

1 min read