Practice

Protecting clients in second marriages

"All you need is love" is probably not what Beatle Paul McCartney hummed after his $50-million divorce from Heather Mills in 2008. In hindsight, he also needed a prenuptial agreement.

By Rayann Huang |August 1, 2011

4 min read

How to segment your clients

The key to successful segmentation is a thoughtful analysis of your business, smart selection of clients, and a viable service platform to ensure clients who aren’t on your A-list don’t fall through the cracks. It used to be only a few firms had advisor report cards that outlined a book’s profit and client details.

By Keith Pangertitsch |August 1, 2011

5 min read

Pursuing HNW clients

Many claim the only market you should be servicing is the lucrative high-net-worth market. Why? According to Ipsos Reid’s 2009 report on affluent Canadians.

By Tyrone Matheson |August 1, 2011

4 min read

Advising those who wed again

Couples organizing a wedding should take time to plan their financial future, and this is especially important for those individuals preparing for their second or third marriages, according to Scotia Private Client Group.

By Staff |July 26, 2011

2 min read