Practice

Advisor confidential | Alan Cranfield

Principal, Stonegate Private Counsel

By Kanupriya Vashisht |April 4, 2014

2 min read

Get to know your next generation of clients

In the last 20 years, the proportion of workers between 25 and 34 with university degrees has gone up 20 percentage points, says Statistics Canada.

By Staff |April 2, 2014

2 min read

How does a pension affect a client’s asset mix?

No one would consider a defined-benefit pension to be a retirement problem. But when a significant slice of an investor’s retirement income will come from a DB plan, it can be a challenge to decide on the right asset allocation for the client’s personal portfolio.

By Dan Bortolotti |April 1, 2014

2 min read

The ABCs of cash flow planning: M is for Motive

Each week, we look at the ABCs of cash flow management.

|March 31, 2014

2 min read