Practice

Follow the money, embrace social media

Mention social media to most advisors and they are more likely to think of their kids tweeting about the latest Justin Bieber track, rather than their high-net worth investors (HNWI). But the wealthy are more interested in social media than you might think. That wake up call came at the Strategy Institute’s 12th annual Marketing […]

By Vikram Barhat |October 27, 2010

3 min read

Planning and Advice

Be happy with what you’ve got

The perverse thing about living in a society that’s obsessed with keeping up with the Joneses is people are seldom satisfied. Fulfillment in life can come from any number of activities or pursuits. Many of them (watching your daughter progress as a pianist, running a marathon, staying married) relate back to things that money can’t […]

By John J. De Goey |October 27, 2010

3 min read

Planning and Advice

Immigrant nation: Working with new Canadians

Faith and finances Centennial launches Islamic finance course Opportunity abounds in Islamic market Immigrating can be taxingThere are a variety of income tax consequences associated with immigration to Canada. But with a little planning, tax savings can be had, both currently and in the future. More. The benefits of tax-informed trusts Americans in Canada: A […]

By Staff |October 22, 2010

4 min read