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Sales guru’s tips on selling critical illness insurance
Mark Halpern, an advisor and owner of illnessProtection.com Inc. in Toronto, describes the importance of critical illness insurance and suggests a couple of sales techniques. He spoke with Investment Executive’s Gavin Adamson at the Canadian Institute of Financial Planner’s conference in Niagara Falls.
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Sales guru’s tips on selling critical illness insurance
Duration: 5 min 35
- June 17, 2010 4:55 PM EDT
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Assessing and calming client emotions in today’s markets
Duration: 3 min 56
Peter Drake, VP of economic and retirement research at Fidelity Investments Canada, discusses the effect of volatility and economic news on investor sentiment, and how advisors can judge and curtail the impact of emotion on their clients. He spoke with Investment Executive’s Clare...
Family lawyer details asset ownership rules surrounding marriage, divorce
Duration: 4 min 32
Stacie Glazman, an independent lawyer and chartered business valuator who runs her own company, discusses some common misunderstandings about family law regarding marriage, divorce and asset ownership. She spoke with Clare O’Hara of Investment Executive at the the Canadian Institute of...
Five common investor mistakes from behavioural finance
Duration: 4 min 32
Rob Kochel, VP for national accounts at Invesco Trimark Ltd., describes five common investor behaviour mistakes. He spoke with Gavin Adamson of Investment Executive at the Canadian Institute of Financial Planners Conference in Niagara Falls on June 14.
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IIROC CEO on regulation in Canada, UK, U.S. and Australia
Duration: 4 min 33
Susan Wolburgh Jenah, president and CEO of the Investment Industry Regulatory Industry of Canada, describes changes in compensation and client management regulation in Australia, the United Kingdom and the United States. In addition she discusses Canada’s “Client Relationship Model”. She...
Fee-based vs. commissions survey tops conference lineup
Duration: 4 min 00
The 2010 Canadian Institute of Financial Planners conference runs June 13-16 in Niagara Falls, Ont. Keith Costello, CIFPs president and CEO, describes highlights for the upcoming conference including the results of a national survey that compares fee-based versus commission-based planning. He...
Part 4: Advisor cracks open his fee-based book
Duration: 4 min 04
Terry Ritchie, an advisor and partner at Transition Financial Advisors Group Inc., describes his fee-based book and the revenue growth from various sources for his cross-border business. He was part of a panel about fee-based planning at the CIFPs conference in Halifax on June 9. (Part 4 of 4)...
CIBC's Golombek: Top five TFSA opportunities
Duration: 3 min 37
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, describes five ways that your clients can take advantage of Tax Free Savings Accounts. He spoke at the CIFPs conference in Halifax on June 10.
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Part 3: Overcoming three obstacles to fee-based business
Duration: 3 min 09
Marc Lamontagne, an advisor and principal at Ryan Lamontagne Inc. describes three perceived obstacles to fee-based planning. He was part of a panel about fee-based planning at the CIFPs conference in Halifax on June 9. (Part 2 of 4)
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