Planning and Advice

Round Table: Juggling work and life

Running a successful advisory practice while still maintaining a rich home life is the holy grail for any advisor. Advisor’s Edge hosted leading Canadian CFAs who’ve been able to do just that and asked them their strategies for improving work-life balance.

By Dean DiSpalatro |August 4, 2011

6 min read

Building your professional network

Few accounts are so simple that they require no outside counsel. That’s why it’s important to actively work on building a trusted network of professionals you can rely upon. Pretending you’re an expert at everything by trying to do it all yourself is generally a terrible idea because in most cases it will make the […]

By Raf Brusilow |August 2, 2011

4 min read

Independents should focus on niche markets

Some people strive for change and others have change thrust upon them. And so it is in the financial planning business. The financial services industry has become so complex that certified financial planner Bradley Roulston, who runs Healthcare Financial Group, a successful niche market financial services business with offices in Toronto and Vancouver, says boldly, […]

By Brenda Craig |August 2, 2011

4 min read

Eliminating “buyer beware” from planning services

Every day, millions of Canadians seek service from health care practitioners. Stringent regulation and professional oversight of health professions help protect Canadians from receiving care from unethical or poorly qualified practitioners. Poor financial care is as detrimental to a person’s health and well-being as “bad” health care. Yet, individuals holding themselves out to the Canadian […]

By Coalition for Professional Standards for Financial Planners |August 2, 2011

4 min read