Practice

Advisor analysis – Lee Helkie

It would be prudent to see a complete summary of Mike and Gary’s assets—it matters where their $3 million in RRSPs is invested because if it’s all in equities, that could fluctuate and they need to be comfortable with the fact that it could drop to $1.5 million.

By Lee Helkie |September 3, 2013

2 min read

Taking a longer view

It might help to get some inspiration from pension funds—after all, a client’s retirement portfolio is just a type of personal pension plan designed to provide a lifetime of income.

By Dan Bortolotti |September 3, 2013

2 min read

Sample invoice

If you charge by the hour, provide an invoice to clients. Break down all charges. Here’s an example.

By Staff |September 1, 2013

1 min read

How to outline services and fees

Explain the types of financial services you provide to clients. Provide these details in an email, perhaps in a PDF attachment.

By Staff |September 1, 2013

2 min read