Advisor Promises

Does this sound familiar? When you first met your financial advisor, they told you they were going to personally take care of your investments. That they would monitor your portfolio.

They made promises. They promised you they would research each stock, bond or mutual fund they recommend for your portfolio. They also told you that they would make sure that if any stock, bond or mutual fund was not performing up to their expectations, they would notify you to discuss making the necessary changes.

They would call you to make recommendationsThey would discuss with you over the phone to get your agreement to make the change or meet with you in person to go over their recommendations. They promised that they would do this for each of your accounts and every time they identified that a change was necessary. Continue reading “Advisor Promises”

Why business owners are investing millions in a strategy that CPA’s often miss

As Canadian Controlled Private Corporations (CCPCs) grow, they employ a comprehensive team of professionals to manage their complex and expanding interests.

Increasingly, affluent business owners will rely on Chartered Professional Accountants CPAs to partner with other professionals to offer multi-dimensional strategies aimed at ensuring business sustainability.

Without professional collaboration, there’s a missed opportunity to deliver value-added service to key clients.

It might surprise you that today, more and more of Canada’s wealthiest business owners are turning to permanent life insurance to help protect their estates and address tax issues.

Continue reading “Why business owners are investing millions in a strategy that CPA’s often miss”