While many dealers and advisors have chosen to go back to their roots, with town-hall meetings, seminars and more face-to-face meetings, to establish their expertise status, there are a few individuals and companies choosing to forge the unknown road. Over two years ago, Hosein Ansary chose to launch a magazine aimed at the Iranian community. As a Montreal-based financial advisor and chartered... 

Aggressive strategies are not always detrimental when constructing an investment portfolio. The problem is most investors are unsure of what it means to have an aggressive investment strategy. How does this investment style impact returns and when should an aggressive investment strategy be adopted? Moreover, if you are an aggressive (or conservative) advisor, how can this impact the advice you... 

The next time you are shopping in the area, drop by and see me. Imagine if this is how a client or broker attempted to initiate a business relationship with you? Lynne Triffon, CFP, R.F.P., vice-president and senior financial planner at T.E. Wealth, doesn’t have to imagine. It was the late 1980s and Triffon had just joined a fee-only financial planning firm (R.M. Paterson); at that time... 

Thomas William Deans is an entrepreneur. In fact, he is the third generation of a family of successful entrepreneurs, and, like his father and his grandfather before him, Deans started, built and then successfully sold his business. Now he wants to share his experience. So Deans wrote a book. While a quick scan at the local bookstore will reveal hundreds of books on this topic, Deans believes he...