More and more financial products offer predictability, but they can be tough to understand and may carry high opportunity costs
Although the province was expected to escape most of the storm, the outlook has darkened
When it comes to estate planning and wealth transfer, financial advisors have long been wary of professional trustees. That’s understandable, given that the management of an estate’s assets automatically pass from the advisor to the trustee upon the client’s death.But times are changing, and there is a new spirit of co-operation. Advisors recognize that trustees […]
Integrating a trust company into your network can add value for clients
No cash, but lots of contribution room? Clients can move certain investments into their RRSPs
The market meltdown has hit preferred shares, but yields are relatively high and the sector is more attractive than usual
Sandra Genereux was an investor as a child
Sandra Genereux, an advisor with National Bank Financial Ltd. in Kelowna, B.C., is passionate about the importance of education.Genereux believes that if she educates her clients about the market, they will be better equipped to make sound decisions and less inclined to react emotionally to the inevitable ups and downs.“I explain the kind of invest-ments […]
Advisors can hire service firms for everything from crunching the numbers for a financial plan to collecting phone messages
Procrastination and false expectations rob the gold from the golden years