Practice

Aging clients pose challenges

Michael Berton, a Senior Financial Planner with Assante Financial Management in Vancouver, knew his client’s mental faculties were slipping when he started getting weekly phone calls.

By Leigh Doyle |August 4, 2011

12 min read

Round Table: Juggling work and life

Running a successful advisory practice while still maintaining a rich home life is the holy grail for any advisor. Advisor’s Edge hosted leading Canadian CFAs who’ve been able to do just that and asked them their strategies for improving work-life balance.

By Dean DiSpalatro |August 4, 2011

6 min read

Building your professional network

Few accounts are so simple that they require no outside counsel. That’s why it’s important to actively work on building a trusted network of professionals you can rely upon. Pretending you’re an expert at everything by trying to do it all yourself is generally a terrible idea because in most cases it will make the […]

By Raf Brusilow |August 2, 2011

4 min read

Independents should focus on niche markets

Some people strive for change and others have change thrust upon them. And so it is in the financial planning business. The financial services industry has become so complex that certified financial planner Bradley Roulston, who runs Healthcare Financial Group, a successful niche market financial services business with offices in Toronto and Vancouver, says boldly, […]

By Brenda Craig |August 2, 2011

4 min read