Planning and Advice

Lee-Chin: Working with the wealthy

Michael Lee-Chin has worn a lot of titles, and is best known to Canadians as a high profile philanthropist and key mutual fund industry pioneer who amassed a net worth in the billions. But, through it all he insists, he’s always remained a financial advisor. Indeed, Lee-Chin is back to his advisor roots. He recently […]

By Mark Noble |January 1, 2010

6 min read

Universities should develop advisor education

With increasingly fewer exceptions, professionals are expected to earn a four-year university degree from a program accredited to educate people entering the field. And, in the cases of law and medicine, barriers to entry are even higher. Society applauds such rigorous requirements because they prevent people who aren’t serious about cultivating key skill sets from […]

By Staff |January 1, 2010

2 min read

Aging entrepreneurs ponder retirement

I was thinking about transitioning wealth while watching Godfather II the other day. Mafia kingpin Michael Corleone was commenting on his elderly rival Hyman Roth: “He talks to me as a son; as his successor . . . but the old man thinks he’ll live forever.” Anyone who’s known an ambitious hard working business-owner friend, […]

By Keith Pangertitsch |January 1, 2010

5 min read

Getting established is hard work

A financial advisor’s first 10 years in business can be precarious.

By Alison MacAlpine |January 1, 2010

11 min read