Planning and Advice

An advisory group instead of a team

A career in financial services is probably the unlikeliest of gifts a boyfriend can get, but perhaps one of the greatest, as Angus Watt, managing director, individual investor services, Angus Watt Advisory Group, National Bank Financial, discovered.

By Vikram Barhat |February 1, 2011

3 min read

Preventing mistakes with behavioural finance

Mr. Silverman was upset during the 1999 client review meeting. He couldn’t fathom why you, his advisor, had not increased his equity allocation to take full advantage of the bull market in which his peers were participating. You were reminded of that meeting during the 2009 review when Mr. Silverman declared that he “had enough” and “couldn’t take it anymore.” He felt he was over-exposed to equities in the first place.

By Stephen Horan |February 1, 2011

6 min read

Preventing mistakes with behavioural finance

Mr. Silverman was upset during the 1999 client review meeting. He couldn’t fathom why you, his advisor, had not increased his equity allocation to take full advantage of the bull market in which his peers were participating. You were reminded of that meeting during the 2009 review when Mr. Silverman declared that he “had enough” […]

By Stephen Horan |February 1, 2011

6 min read

Beware the new e-rules

Recent federal government regulations will allow banks and other financial institutions to do more business with customers online and electronically transmit documents currently mailed at hefty postage, printing, disposal and environmental costs.

By Richard E. Austin |January 27, 2011

3 min read