Practice

I may outgrow you

If a client leaves, it’s likely nothing personal, notes Mortifee. Needs evolve and a person’s relationship with money is never static.

By Philip Porado |October 2, 2012

2 min read

Only call if it’s important

Leon Mercury, a retired barrister, and wife Margaret were reasonably happy with their broker but wanted to develop long-term financial plans and never feel as if they were being sold to. And they wanted all the details looked after, with minimal phone calls to corroborate decisions.

By Philip Porado |October 2, 2012

2 min read

Clients speak up

Six Canadians rate advisors on portfolio management and ability to solve complex problems

By Philip Porado |October 2, 2012

2 min read

Do your job well

Doug Norris, a retired VP at an engineering, architectural and survey materials firm who lives in Toronto’s Harbourfront neighbourhood, knows when he’s being sold and subscribes to the old adage that the easiest person to sell to is a salesman.

By Philip Porado |October 2, 2012

2 min read