Advisors discuss the challenges of running a practice, and what strategies work best for them. This special video series is moderated by Dan Richards of clientisights.ca.
May 15, 2012
Advisors discuss the challenges of running a practice, and what strategies work best for them. This special video series is moderated by Dan Richards of clientisights.ca.
May 15, 2012Chris Karram, co-founder and advisor at SAFEBRIDGE Financial Group, describes how he started from scratch at 22 and catapulted into the top 1% of Clarica advisors in his first year. He shares his networking and relationship building tips. Karram spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize tax strategies and minimize capital gains tax losses for high net worth clients. Nairne spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
Theresa Tosh, an advisor with TD Waterhouse Private Investment Advice in Toronto, describes her practice, which focuses on retirees and near-retirees. She discusses the metaphor she gives to clients to explain the transition from growing assets to deaccumulation. She spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
Christopher Annett, partner and vice president, business development for Century Group Financial Solutions Inc. in Waterloo, Ont. describes how the firm’s six partners use their specialized product knowledge to deliver added benefits to each partner’s clients. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
Brett Strano, an advisor with Edward Jones in Mississauga, Ont., talks about keeping clients on track with their retirement strategies even during stormy times. Strano discusses three “buckets” for retirement planning in the short and long term, focusing on “need to haves”, “nice to haves” and “never haves”. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
John Horwood, director, wealth management at Richardson GMP Ltd. in Toronto, discusses tax efficient strategies for successful entrepreneurs and how strategic philanthropy can leverage tax rules to acheive remarkable charitable results. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
Dean Taylor, a financial advisor with Assante Capital Management in Collingwood, Ont., has grown his practice by focusing on financial, tax and estate planning for entrepreneurs and their families. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
Elizabeth Harding and Diana Orlic, investment specialists with Macquarie Private Wealth in Burlington, Ont., are part of a three-member team that specializes in planning for medical professionals. They discuss how their team’s focus came about, the impact of incorporation on a physician’s financial affairs, and the team’s referral relationships with accountants. They spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
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