Category Archives: Publications

I was thinking about transitioning wealth while watching Godfather II the other day. Mafia kingpin Michael Corleone was commenting on his elderly rival Hyman Roth: “He talks to me as a son; as his successor . . . but the old man thinks he’ll live forever.”…

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Recruiters always paint a rosy picture about being an advisor: One firm was famous for telling people they could make $600,000 a year by working a four-day week…

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It may be winter, but Vancouver’s love affair with real estate is in full bloom. After a brief pause to mark the recession, the hot topic over lattes is once again square footage and million-dollar views. Which is roughly the price tag Michael Lin kept coming across last week as he and a friend sat in a Granville Street café surfing MLS, the real estate listing website, on his laptop…

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Advisors who work alone can experience negative effects both professionally and emotionally. However, there are several strategies that can reduce isolation and improve sales performance…

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While individual pension plans can be a sound solution for some entrepreneurs and executives, when it comes to retirement planning, one size never fits all…

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In this floundering economy, company pension plans are coming under attack. While the Big Three automakers have been asking for more concessions from their workers, there’s a growing fear that retirees will be shortchanged…

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Severance planning is a strange dynamic for advisors, and it’s generally a negative and frustrating process for clients. For advisors, it creates a lump sum planning opportunity during a time when revenue opportunities are limited. If you’re not maximizing your clients’ wealth, be warned…

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With no end in sight for what appears to be a deepening recession, North Americans and Europeans appear to be getting mixed messages about whether they should save or spend to move the economy forward…

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With headlines announcing a recession, drops in the Toronto Stock Exchange’s main index and layoffs around the world, it’s not surprising investors are somewhat wary of the market…

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When it comes to Ottawa’s new Tax Free Savings Accounts (TFSAs), investors shouldn’t be confused by their title, say financial planning experts. They’re hoping to put out the word that the TFSAs, which went into effect this year, are not your “typical savings accounts.”…

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