Emerging middle class needs banking and insurance services; a culture of saving lends itself to investing and planning
ScotiaMcLeod Inc.’s Michael Mountford has built his business based on his convictions. He offers these tips on how to develop a roster of clients who share your investment philosophy: > Avoid complex products that you don’t understand.> Ask your clients tough questions and ensure their financial houses are in order. > Don’t stay silent when […]
Top advisor looks for clients who think like him
An industry directory led Michael Dorfman to a then-underserved market that now forms the core of his $270-million book
Michael Dorfman, an investment advisor with BMO Nesbitt Burns Inc. in Toronto, has developed a successful practice by catering to members of the entertainment industry. He offers these tips on developing a niche-based practice: > “Choose a group whose values you share,” he says. If you enjoy working with your clients, your joy and enthusiasm […]
Despite falling from a peak established in 2006, private-equity transactions remain on solid footing
Many new arrivals know little about the programs available to them; learning a new financial services culture is a challenge
Despite their desire for more incentives, bonuses and perks, advisors say money is still Priority No. 1
Risk-averse Canadian funds failed to benefit from the strong surge in commodities
AIM Funds Management’s idea would create more opportunities for more industry players, it says