Planning and Advice

Timely template letter: Help clients keep cottages in the family

(August 2005) Now that the summer is here, many of your clients may be spending their weekends at their family cottages. However, many may not be aware of the potentially large tax liabilities in store if the cottage is passed down to their heirs. Use this customizable template letter to bring this matter to their […]

By Staff |July 28, 2005

2 min read

Make the media your marketing partner

(July 2005) Many financial professionals are intimidated by the media. And it’s easy to understand why. When it comes to the financial services industry, the mainstream media isn’t always fair, balanced, or even well-informed. All of this may be true, but the fact remains, financial professionals need the media. In fact, I would go so […]

By Jeff Thorsteinson |July 20, 2005

4 min read

Fee-dom

(July 2005) Slowly, but surely, our industry is experiencing a persistent shift away from upfront commissions and toward asset-based fees. Every year, more and more advisors are earning at least some of their keep through fees. Advisors at all income levels project they’ll be working on a fee basis by 2007 (see chart below). As […]

By John J. Bowen Jr. |July 19, 2005

2 min read

Talking to Clients: Socially responsible investing

(July 2005) According to a report released by the Social Investment Organization earlier this year, the number of assets managed under “socially responsible” guidelines has grown by 27% over the last two years to $65.5 billion. With more Canadians choosing to put their money with their morals, it’s a good idea to take some time […]

By Staff |July 18, 2005

3 min read