Planning and Advice

Save clients from emotional mistakes

If markets tank and your phone doesn’t ring, that’s reason to celebrate, right?

By Katie Keir |April 17, 2017

8 min read

How small talk can lead to a big financial decision

In the first 10 minutes of a meeting, your client says: “Last month our friends Lee and Carol took us on an amazing tour of the Halifax coastline on their new yacht. I’d sell our cottage and sail the world like they do in a heartbeat.” At that moment Expect to spend roughly 10% of […]

By Staff |April 13, 2017

2 min read

Your guide to inflation-proofing clients’ lives

From investments to insurance, eliminate surprises by keeping up with price changes

By Michelle Schriver |April 13, 2017

9 min read

Client confidential: Blair A.

Occupation IT professional City Kanata, Ont. Age 57 I’ve been investing: Since 1982 I plan to retire: Ideally, in three years Investable assets: $915,000 ($610K in RRSPs, $250K in gold and silver bullion, $55K in silver and gold stocks) plus primary residence valued at approximately $425,000 I’ve had an advisor for: 15 years In and […]

By Susan Goldberg |April 13, 2017

2 min read