Planning and Advice

People are more persistent than mutual funds

Tell me if you’ve ever come across this statement before: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. This is, I’m sure you’ll agree, the standard […]

By John J. De Goey |September 15, 2010

3 min read

Advising on group assets pays off in the end

This Advisor.ca Special Report is sponsored by: Most advisors will tell you that they want what’s best for the client; but they also want to get paid for their work. That can pose a problem for clients who need help choosing off-book assets such as a defined contribution plan or a group RRSP. “At the […]

By Bryan Borzykowski |September 14, 2010

5 min read

Group assets play vital role in planning

This Advisor.ca Special Report is sponsored by: A Group RRSP represents an item on your client’s balance sheet that can’t be ignored. Contributions, investments and performance of this account all play a part in your client’s overall financial plan, and ultimately in your relationship. Free money is a good thing For many, this salient point […]

By Kathleen Peace |September 14, 2010

3 min read

Should you incorporate?

Like many other topics, incorporation is one of those perennial subjects of importance for advisors and their clients.

By Mike George |September 1, 2010

3 min read