Planning and Advice

The product pusher, thankfully, won’t survive

I’m biased. I think most of the Canadian wealth management industry has got it backwards. Case in point, the financial regulators that inadvertently support the product pushers. They’re well meaning and do a pretty good job, but they regulate products instead of advice. There’s a different regulator for insurance, stocks, mutual funds, and for mortgages […]

By Ted Rechtshaffen |September 1, 2009

14 min read

Celebrating Advice: Using tax planning to drive advice

Blair Corkum, CA, R.F.P., CFP, CLU, RHU, FDS President Corkum & Associates Charlottetown Years in the business: 31 About me As a public accounting office, I am not licensed to sell product, and offer advice only on an hourly basis. I consider myself a chartered accountant offering business and tax advice, with a niche in […]

By Blair Corkum |September 1, 2009

4 min read

Celebrating Advice: Downturn has helped advisors

Hello there. How’ve you been since old Beasley was dumped last year for a newer model? (Thanks, I missed you too.) You notice it took a dozen writers to fill Beasley’s shoes for the year? Actually, I think the back pages have improved a great deal since yours truly hung up his quill, so it’s […]

By Beasley Hawkes |September 1, 2009

3 min read

Celebrating Advice: Why I’m staying with my advisor

Finding that right fit, that right advisor takes time and effort but when things finally come together, the business relationship can become something mutually beneficial. Case or is that cases(?) in point… B.E. Simpson, president, Vesey’s Seeds Limited, York, Prince Edward Island Simpson’s advisor: Blair Corkum, Corkum & Associates We first worked with Blair when […]

By B.E. Simpson, Ted Barrett |September 1, 2009

4 min read