Planning and Advice

3 approaches to advising friends

You have a friend who could be a great client because you know each other well. This friend has never asked for help handling her money and you’ve never offered. Then she casually asks for advice.

By Bryce Sanders |July 30, 2012

3 min read

Are your clients managing the finances of others?

One in ten Canadians are looking after the finances of a family member or close friend, finds a CIBC poll. But 31% of those doing so have no formal or legal agreement.

By Staff |July 27, 2012

2 min read

Scrutiny of advisors to increase

Canadian regulators are often accused of being one step behind financial fraudsters. But, the qualities of our provincial commissions may not be the problem; turns out, regulators are often underfunded and have struggled since the recession.

July 26, 2012

2 min read

Are your clients itching to leave?

Markets are tough and you're struggling to meet your bottom line, so the last thing you want to worry about is your book shrinking. But, a new survey says more than half of wealthy clients are looking to fire their advisor this year.

July 26, 2012

2 min read