Planning and Advice

Decumulation and retirement tips

How do you help a retiree who is in the decumulation phase of life? Advisor Group’s Editorial Advisory Board provides insights.

By Staff |February 5, 2016

5 min read

Helping out decumulators

After a lifetime of earning, it’s time for clients to spend.

By Staff |February 5, 2016

1 min read

What’s the most useful designation you’ve gotten?

Nick Bakish director of wealth management, Richardson GMP, Montreal Designations: CFA, CLU, TEP, Fin. Pl., FCSI The gold standard is the CFA. It’s internationally recognized and requires the most study. The designation gives me a framework to evaluate pricing for various securities, so I can employ an appropriate investment strategy. For example, understanding pricing models, […]

February 5, 2016

2 min read

How to deal with reputational risk

Jill and her family have run a popular Toronto gym for the past two years. Last winter, 44-year-old gym member Martin slipped on a wet floor during a workout session, and he had to have an operation on his hipbone as a result. Martin, now using a cane, sued the gym and unleashed his fury […]

By Staff |February 5, 2016

5 min read