Practice

Cdns baffled by retirement planning

When it comes to retirement planning, Canadians are suffering from the willing-but-not-able syndrome.

By Vikram Barhat |February 7, 2011

2 min read

Get more with less

Reader Alert: This is Part 2 of a three-part series. For Part 1, go here. In September 2010, members of the Institute of Advanced Financial Planners met in Banff, Alberta to consider the organization’s annual case study. This year’s case involved a client that everyone could identify with. This is the story of Russell, a […]

By Steven Lamb |February 7, 2011

5 min read

Netting new clients

There is no doubt that referrals are the preferred way to grow our practice but sometimes clients don’t always send along the right type of prospects. Also, what if you want to target a specific market such as business owners for the first time? Direct mail has helped us grow our practice and target specific markets over the years. Here’s how it works and how it can work for you.

By Mathieu Paradis |February 2, 2011

3 min read

Boutique, bank battle rages on

The turn of the 21st century was a time of opportunity for boutique advisory firms. Independent firms targeting mass affluent clients and their advisors, boutiques had a proposition they thought the banks couldn’t beat: a less bureaucratic culture and a focus on client service over transaction volume. What made this more attractive was the banks […]

By Scot Blythe |February 1, 2011

10 min read