Planning and Advice

Why it’s smart to discount

Many advisors cut rates for households with more than $2 million in investable assets. Here’s why you should, too

By Melissa Shin |September 1, 2011

8 min read

Strategies for HNW clients

The demand for strategic wealth management in Canada is on the rise. Affluent Canadians are looking for advisors who can understand their complex financial and non-financial needs, beyond investment and financial planning.

By Dr. Roberta Wilton |August 29, 2011

6 min read

Client satisfaction declines

You might think you are doing a bang-up job in client service, but a new report suggests otherwise. The J.D. Power and Associates 2011 Canadian Full Service Investor Satisfaction Study has found satisfaction, loyalty and confidence in full service investment firms have declined.

By Staff |August 25, 2011

2 min read

Justifying your annual fee

Our clients see exactly how much we earn on their investments. For our average client, that’s well over $3,000 a year, which can sometimes lead to sticker shock.

By Mathieu Paradis |August 25, 2011

3 min read