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Part 4: Advisor cracks open his fee-based book
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)
For more, see:
Slow transition to a fee-based practice could hamper long-term revenue growth, planners told, by Megan Harman
Duration: 4 min 04
- June 16, 2009 11:19 AM EDT
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Sales guru’s tips on selling critical illness insurance
Duration: 5 min 35
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...
Economist: GDP revisions, risks to Canada -- plus a U.S. outlook
Duration: 4 min 50
Dale Orr, an economist with Economic Insight of Toronto, discusses downward revisions to the long-term Canadian GDP outlook since 2007, risks to the Canadian economy and the outlook for U.S. economic recovery. He spoke He spoke with Clare O’Hara of Investment Executive at the Canadian...
New financial planning research advisors shouldn’t miss
Duration: 6 min 02
Shawn Brayman, president of PlanPlus Inc. of Lindsay, Ont., describes recently published financial planning research in the areas of behavioural finance, client risk profiling and insurance needs. He spoke with Investment Executive’s Gavin Adamson at the Canadian Financial Planners...
“Underused” strategy: Sale of life policy to corporation
Duration: 4 min 30
Perry Truster, an accountant and partner at Truster Zweig LLP, describes a tax and income strategy involving the sale of a life insurance policy from an individual at non-arms length to a corporation. He spoke with Gavin Adamson of Investment Executive at the CIFPs conference in Niagara...
Changes to CPP that could help clients
Duration: 5 min 17
Wilmot George, director tax and estate planning at Mackenzie Financial, describes three changes to the Canada Pension Plan that the federal Department of Finance says will increase flexibility for Canadians to combine pension and work income. He spoke with Investment Executive’s Clare...
Golombek: Latest on TFSA rules, over-contribution penalties
Duration: 3 min 55
Jamie Golombek, managing director of tax and estate planning at CIBC Wealth Management, discusses contribution rules for Tax Free Savings Accounts and recent over-contribution penalties levied by the Canada Revenue Agency. He spoke at the Canadian Financial Planners Conference in Niagara Falls....
Fee vs. commissions, pt. 2: Survey says richest clients pay fees
Duration: 5 min 06
Marc Lamontagne, an advisor and an owner at Ryan Lamontagne Inc., in Ottawa, describes the results of a survey that shows fee-based advisors tend to have fewer but more wealthy clients. He spoke with Gavin Adamson of Investment Executive at the Canadian Institute of Financial Planners...
Fee vs. commissions, pt. 1: Survey reveals models’ similarities
Duration: 3 min 47
Marc Lamontagne, an advisor and an owner at Ryan Lamontagne Inc., in Ottawa, describes the results of a 600-person, web-based survey of advisors that use fee- and commission-based compensation. He discusses some of similarities between the models. He spoke with Investment Executive’s...
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