Planning and Advice

SRI focus can build your business

Transitioning your practice to SRI can be a painless process, according to one advisor who made the move successfully. Gail Taylor of Gail Taylor and Associates at CIBC Wood Gundy in Edmonton has a $100 million SRI book and more than 100 clients. Speaking at the Canadian Responsible Investment Conference in Victoria this week, Taylor […]

By Doug Watt |June 23, 2011

3 min read

Like it or not, change is coming

I recently attended the CIFPs annual meeting where current trends in the industry where discussed. One of the topics was the strategic move to require all CFPs to put their clients' interests first. On the surface, this seems like motherhood and apple pie. Beneath that surface, however, something far more contentious lurks.

By John J. De Goey |June 22, 2011

3 min read

Reeling in Canada’s richest clients

Some top advisors explain how they earned the business of Canada's richest clients and more importantly, kept their business.

By Staff |June 14, 2011

7 min read

Canadian couples avoiding insurance talk

When it comes to communication skills, women are often considered innately advantaged. Except when the subject of discussion is life insurance. According to a TD Insurance poll, it’s men who are driving the conversation about insurance on the rare occasions that it is broached. Aptly titled Look Who’s Talking, the poll revealed discussing life insurance […]

By Vikram Barhat |June 13, 2011

2 min read