Practice

Advisor.ca’s engagement & disclosure template

Adapted in part from the practice standards issued by the Financial Planners Standards Council, the following is meant to serve as a creative starting point for financial planners who wish to begin writing their own engagement and disclosure documents. Since compliance requirements can vary widely according to firm, industry segment and province, advisors should check […]

By Staff |October 16, 2003

9 min read

What a difference 5 years make: Gaining perspective makes us humbler and wiser

(September 22, 2003) The NASDAQ index’s return between September 2002 and June 2003: 41.9%. A pretty big number, right? The S&P/TSX index turned in 13.3% and the S&P 500 index, 20.9% (all data in local currency) — equally impressive. It’s enough to push certain analysts into thinking that this rally has overshot and a correction […]

By Pierre Saint-Laurent |September 22, 2003

3 min read

Timely template letter: Back to school, forward to RESP savings

(September 2003) A recent Statistics Canada survey showed that nearly 90% of Canadians want their children to attend university or college. Unfortunately, the same survey showed that only 40% of parents have actually started setting money aside for post-secondary education (a recent Ipsos-Reid poll conducted for Scotiabank had similar findings). Use this customizable template letter […]

By Staff |September 12, 2003

2 min read

What the wealthy want

(September 12, 2003) When Advisor’s Edge first appeared back in 1998, there really wasn’t a high-net-worth (HNW) market as such. Oh sure, there were wealthy people. And yes, there were professionals who served them. But they did so largely under a veil of secrecy — in private banking offices and boutique firms. The result was […]

By Thane Stenner |September 12, 2003

3 min read