Planning and Advice

Install a low-cost, high-feature phone system

Conventional phone lines cost $35-to-$70 a month.If your staff work from home, or work part time, this is an unnecessary expense, especially considering most office communication is now handled via e-mail. When I moved offices recently, I replaced my 15-year-old phones with an online VOIP-based (voiceover IP) system. Hardware installation was free (it would have […]

October 2, 2012

2 min read

Get on board with my priorities

Peter Mortifee, a former physician who runs the Somerset Foundation in Vancouver, is on a quest to align his investment choices with his, and his family’s, personal values—environmental sustainability, social justice and strong corporate governance.

By Philip Porado |October 2, 2012

2 min read

I may outgrow you

If a client leaves, it’s likely nothing personal, notes Mortifee. Needs evolve and a person’s relationship with money is never static.

By Philip Porado |October 2, 2012

2 min read

Only call if it’s important

Leon Mercury, a retired barrister, and wife Margaret were reasonably happy with their broker but wanted to develop long-term financial plans and never feel as if they were being sold to. And they wanted all the details looked after, with minimal phone calls to corroborate decisions.

By Philip Porado |October 2, 2012

2 min read