Practice

OAS eligibility to go back to 65. What this means for clients

The change would send advisors back to the drawing board.

March 14, 2016

5 min read

Financial planners can help craft better divorce settlements

Advisors are often a critically important part of divorce settlements, complementing the skills of attorneys.

By Nathalie Boutet |March 11, 2016

3 min read

How outsourcing investment management will improve your practice

How much of your day is spent on administrative tasks, portfolio management, market analysis, trading, and compliance?

By Christopher Ambridge |March 9, 2016

3 min read

How do you talk about performance?

Q: How do you talk about performance without committing yourself to future results? Reg Jackson portfolio manager, JMRD Wealth Management at National Bank Financial, London, Ont. Our team has three main objectives for all clients: Benchmarks are useful to provide a comparison; however, what happens if the benchmark is down 20% and your client is […]

March 4, 2016

2 min read