Practice

Increasing estate value for the affluent

Frequently incorporated in estate plans for affluent clients, an estate bond is a taxefficient strategy that creates a large and immediate estate value.

By André L’Espérance |April 1, 2011

3 min read

Top six frauds and scams

The Ombudsman for Banking Services and Investments (OBSI) has issued a list of the frauds and scams that top its Most Frequent Complaints list. Here’s a list you can share with clients—and guard against yourself. 1) Debit and credit card fraud: Keep your cards in a safe place, use different PINs for each card, don’t […]

By Staff |March 31, 2011

2 min read

Making your Blackberry better

Don't get me wrong. Apple makes a very good phone and the Google Android system, when coupled with companies like Sony and Samsung, is an excellent product.

By Kevin Cork |March 29, 2011

8 min read

Professionalization of the investment advisor role

Since the global market crisis of 2007-2008 there have been renewed calls in many jurisdictions for a stronger regulatory presence in securities markets. Even before the crisis though there was a rising expectation that members of the investment community conduct themselves in keeping with the standards of professional excellence that would enhance the ‘duty of care’ being provided to the client.

By Dr. Roberta Wilton |March 28, 2011

3 min read