Planning and Advice

Mentoring an associate advisor

You’ve found the perfect advisor to work with. What do you do now? In my experience, many senior financial advisors looking for a junior associate to assist them do not properly execute their 90 day plan. They mistakenly believe a new advisor should be able to parachute into their practice with minimal support, training or […]

By Julia Chapman |April 20, 2010

4 min read

Don’t be fooled by new EI rules

Ladies take heed. The new EI benefits for the self-employed are not what they’re cracked up to be. And, boys, I don’t mean to insinuate you won’t be taking the government up on its new offer to collect EI. You may be just as likely as the ladies to collect the sickness benefit; however, the […]

|April 13, 2010

5 min read

Creating a circle of trust

Testamentary trusts can be a useful tool in creating an estate plan, and ensuring that spouses who remarry, children from previous marriages and disabled children are all looked after. They are established through a will and become effective upon death. A trust requires three people: The settlor is the creator of the trust, who transfers […]

By Akua Carmichael |April 10, 2010

5 min read

Advising the ultra rich

Throughout my career as an advisor I’ve been fortunate to work with many high-net-worth prospects and clients. Affluent business people, professionals and families are an interesting and challenging breed. They have incredible drive and are confident and demanding of both themselves and their advisors. They can differ, however, in how they relate to advisors and […]

By David Wm. Brown |April 8, 2010

3 min read