Winning Strategies 2012 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2019 16:12:18 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Winning Strategies 2012 – Investment Executive https://www.investmentexecutive.com 32 32 Finding success in smaller business centres https://www.investmentexecutive.com/in-depth_/special-reports/finding-success-in-smaller-business-centres/ Mon, 03 Dec 2012 13:51:00 +0000 https://www.investmentexecutive.com/uncategorized/finding-success-in-smaller-business-centres/ Brent McKay, financial advisor for Sun Life Financial in Simcoe, Ont, gives three key tips on how to succeed in a smaller business centre: take a leadership role in the volunteer community; make confidentiality paramount; and deliver consistency to grow existing relationships. He spoke to Dan Richards from ClientInsights at the TMX in Toronto.

The post Finding success in smaller business centres appeared first on Investment Executive.

]]> Make your specialization stand out https://www.investmentexecutive.com/in-depth_/special-reports/make-your-specialization-stand-out/ Mon, 10 Sep 2012 15:20:00 +0000 https://www.investmentexecutive.com/uncategorized/make-your-specialization-stand-out/ Winning Strategies in 2012 with Dan Richards is back with all new real-life strategies that inspire success. In segment one this series, Clay Gillespie, managing director of Rogers Group Financial, describes his positioning as a retirement income planning specialist and how he demonstrates his expertise to clients. He spoke with Dan Richards, president, Client Insights, on location at the CIFPs conference in Vancouver.

The post Make your specialization stand out appeared first on Investment Executive.

]]> Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year https://www.investmentexecutive.com/in-depth_/special-reports/networking-without-a-rolodex-how-one-rookie-made-it-from-zero-to-the-top-1-in-his-first-year/ Tue, 15 May 2012 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/networking-without-a-rolodex-how-one-rookie-made-it-from-zero-to-the-top-1-in-his-first-year/ Chris 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.

The post Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year appeared first on Investment Executive.

]]> Nairne: Winning tax strategies for high net worth clients https://www.investmentexecutive.com/in-depth_/special-reports/nairne-winning-tax-strategies-for-high-net-worth-clients/ Mon, 14 May 2012 12:00:00 +0000 https://www.investmentexecutive.com/uncategorized/nairne-winning-tax-strategies-for-high-net-worth-clients/ 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.

The post Nairne: Winning tax strategies for high net worth clients appeared first on Investment Executive.

]]> Planner uses patience and metaphor to help clients transition to retirement https://www.investmentexecutive.com/in-depth_/special-reports/planner-uses-patience-and-metaphor-to-help-clients-transition-to-retirement/ Tue, 17 Apr 2012 15:55:00 +0000 https://www.investmentexecutive.com/uncategorized/planner-uses-patience-and-metaphor-to-help-clients-transition-to-retirement/ 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.

The post Planner uses patience and metaphor to help clients transition to retirement appeared first on Investment Executive.

]]> Rosentreter: Writing emails that engage prospects https://www.investmentexecutive.com/in-depth_/special-reports/rosentreter-writing-emails-that-engage-prospects/ Tue, 10 Apr 2012 17:40:00 +0000 https://www.investmentexecutive.com/uncategorized/rosentreter-writing-emails-that-engage-prospects/ The post Rosentreter: Writing emails that engage prospects appeared first on Investment Executive.

]]> Six partners use team approach to serve clients better https://www.investmentexecutive.com/in-depth_/special-reports/six-partners-use-team-approach-to-serve-clients-better/ Mon, 26 Mar 2012 11:10:00 +0000 https://www.investmentexecutive.com/uncategorized/six-partners-use-team-approach-to-serve-clients-better/ 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.

The post Six partners use team approach to serve clients better appeared first on Investment Executive.

]]> Three “buckets” to keep your clients focused on retirement planning https://www.investmentexecutive.com/in-depth_/special-reports/three-buckets-to-keep-your-clients-focused-on-retirement-planning/ Tue, 20 Mar 2012 19:00:00 +0000 https://www.investmentexecutive.com/uncategorized/three-buckets-to-keep-your-clients-focused-on-retirement-planning/ 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.

The post Three “buckets” to keep your clients focused on retirement planning appeared first on Investment Executive.

]]> Tax effectiveness, team work and philanthropy key to building success with entrepreneurs https://www.investmentexecutive.com/in-depth_/special-reports/tax-effectiveness-team-work-and-philanthropy-key-to-building-success-with-entrepreneurs/ Tue, 13 Mar 2012 11:50:00 +0000 https://www.investmentexecutive.com/uncategorized/tax-effectiveness-team-work-and-philanthropy-key-to-building-success-with-entrepreneurs/ 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.

The post Tax effectiveness, team work and philanthropy key to building success with entrepreneurs appeared first on Investment Executive.

]]> Planning for entrepreneurs and their families https://www.investmentexecutive.com/in-depth_/special-reports/planning-for-entrepreneurs-and-their-families/ Wed, 15 Feb 2012 21:00:00 +0000 https://www.investmentexecutive.com/uncategorized/planning-for-entrepreneurs-and-their-families/ 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.

The post Planning for entrepreneurs and their families appeared first on Investment Executive.

]]>