Planning and Advice

Canada’s record on finding tax evaders is dismal

Can a simple appeal to honesty pay dividends?

By John Geddes, Maclean's |May 6, 2016

2 min read

What are the biggest misconceptions clients have about your job?

Q:What are the biggest misconceptions clients have about your job? Joseph Bakish vice-president, investment advisor at Richardson GMP in Montreal Clients often think we have control over the markets, and they also misunderstand fees. When I discuss market movements or costs with clients, I always bring it back to the value clients receive. For instance, […]

May 6, 2016

2 min read

What fortysomethings expect from their advisors

Fortysomethings share their challenges

May 6, 2016

5 min read

Let clients book their own meetings

Think about how much time you and your staff have spent booking client meetings. And think about how helpful would it be if you could clump all the phone calls you receive from clients into specific time slots of the day, and know in advance what they’re calling about. Well, there are services that will […]

By Kevin Cork |May 6, 2016

3 min read