 |
 |
 |
 |
 |
 |
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
Part 3: Overcoming three obstacles to fee-based business
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)
For more, see:
Slow transition to a fee-based practice could hamper long-term revenue growth, planners told, by Megan Harman
Duration: 3 min 09
- June 11, 2009 10:03 AM EDT
- Link to this video
- Embed this video
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.
For more, see:
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)
For more, see:
Part 2: Disclosing costs and value of fees to clients
Duration: 3 min 21
Shawn Brayman, president of PlanPlus Inc., argues that advisors can put clients first by offering fee-based plans in conjunction with lower-cost funds, including F-class and ETFs. He was part of a panel about fee-based planning at the CIFPs conference in Halifax on June 9. (Part 2 of 4) For...
Part 1: How to charge fees, what clients should know
Duration: 5 min 04
John De Goey, an advisor and branch manager at Burgeonvest Securities Ltd., describes various types of fee-based planning, advisors’ fiduciary role and fee-disclosure. He was part of a panel about fee-based planning at the CIFPs conference in Halifax on June 9. (Part 1 of 4) Slow transition...
CEO describes firm's relationship with accountants
Duration: 3 min 12
Ken Rousselle, president and CEO of Professional Investment Services (Canada) Inc. describes the firm's business with accountants, how the arrangement is structured and rules regulating it. He spoke at the CIFPs conference in Halifax on June 10.
National securities legislation could be 18 months away
Duration: 2 min 40
Thomas Hockin, former CEO of the Investment Funds Institute of Canada and chairperson of the Expert Panel on Securities Regulation, discusses potential federal legislation for a single national securities regulation and the outlook for implementation of the new body. He spoke at the CIFPs...
Life policy sale to corporation can be tax efficient
Duration: 3 min 16
James Kraft, an advisor and accountant, discusses a tax-efficient strategy for the sale of a life insurance policy to a corporation, policy valuation and the Canada Revenue Agency’s view on the technique. He spoke at the CIFPs conference in Halifax on June 8.
Advertisement
