Planning and Advice

Take golf-loving clients to the Canadian Open

Every year Golf Canada and the PGA Tour—the U.S.-based pro-golf circuit—put on the RBC Canadian Open. The tournament, first contested in 1904, draws many of the world’s top-ranked players, with past champions including such household names as Tiger Woods. The event’s a big attraction for golf lovers with VIPs to entertain. This past July, it […]

By Dean DiSpalatro |November 6, 2015

5 min read

Why one advisor chooses lawyer clients

His previous job involved automating systems for law firms

By Suzanne Yar Khan |November 6, 2015

5 min read

Client confidential: Victoria Summerhill Fox

Victoria Summerhill Fox Occupation Administrative assistant & web manager at Birthright International City Pickering, Ont. Age 23 I’ve been investing: 9 years I plan to retire: when I can maintain a lifestyle as a homeowner and occasional world traveller Investable assets: under $50,000 I’ve Been with my advisor: 3 years Born a saver As a […]

November 6, 2015

3 min read

Insights for working with the wealthy

Your clients are loyal. While our Investor Insights* research shows they probably have other financial advisors, it also shows that, on average, you manage three-quarters of your clients’ wealth.

By Staff |November 6, 2015

1 min read