Practice

Give clients a real choice

Advisors generally do a good job in helping their clients make smart decisions with their money. Most try to help clients obtain a meaningful understanding of capital markets. Most try to make reasonably suitable recommendations. These advisors will diversify between equity and income, value and growth, small cap, large cap and a number of other ways, too.

By John J. De Goey |January 4, 2011

3 min read

A winning educational savings plan

Meaningful financial planning eludes many Canadians, especially when it comes to a sound plan for their children’s education.

By Douglas Lamb |January 1, 2011

3 min read

Income solutions for everyone

The divide used to be fairly clear: Equities for the young ’uns, income solutions for retired folks. The mere mention of the word “dividend” to a pre-retiree sitting across your desk might have drawn stares.

By Michelle Patey |January 1, 2011

10 min read

The importance of beneficiary designations

Litigation in the field of beneficiary designations is on the rise

By Daniel J. Dochylo |January 1, 2011

6 min read