Monthly Archive for: ‘April, 2013’

Empire Life | Introducing Hybrid Solution 100

Let’s face it: it’s a new world for selling life insurance in Canada today. With prolonged low interest rates and premiums at record highs, finding the right solution to meet the needs of clients, at the right price, is not always easy. Enter Hybrid Solution 100, a new option for Canadians from Empire Life that combines adjustable and guaranteed features in …

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La Capitale Insurance | Interest Rate

Interest rate starting on Monday April 29, 2013

Read More | Rep to pay $10,000 for faulty KYC

Following a disciplinary hearing held on March 18, 2013, in Saskatoon, Sask., a hearing panel of the Investment Industry Regulatory Organization of Canada (IIROC), found that James Dale Lambert was liable of failing to use due diligence to learn the essential facts relative to investments in a financial product he recommended to clients, and failing to ensure they were suitable …

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Investment Executive | MFDA fines former advisor $6 million

Penalty against Paul Yoannou is one of the largest levied by the MFDA. A hearing panel of the Toronto-based Mutual Fund Dealers’ Association of Canada (MFDA) has fined former financial advisor, Paul Yoannou of Ontario, $6 million for the misappropriation of client funds. The MFDA investigation into Yoannou began in September of 2012. Originally, the MFDA alleged that Yoannou, who …

Read More | Don’t cross the line

Every time you reach out to clients, they judge the value of your service. They’re busy, so contacting them too often can get you labelled as a stalker; but how do you know how much communication is enough? Many advisors say they call or email clients every three months without fail to review portfolios, but one advisor boldly told me …

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Why successful people leave their loser friends behind

We all want to be amazing. We all want to be successful, happy, and regarded as important figures in our fields. I am sure that you’ve heard all of the keys to success before: planning, hard work, perseverance, etc. But today we are going to look at the one factor that will likely make or break your success: the people you surround yourself …

Read More | How Canadians will use their tax refunds

Canadians who expect to get a tax refund (62%) say they will deposit or reinvest it (33%), pay off debt (20%) or pay bills (11%), according to a Scotiabank survey conducted by Harris/Decima. This year, however, significantly fewer Canadians plan to use their tax refund to pay off debt (20% vs. 34% in 2012), while 11% of Canadians will use …

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CNET | BlackBerry Q10 Review

Say hello to the BlackBerry Q10, which offers a larger and more spacious QWERTY keyboard and a fresh infusion of the BlackBerry 10.1 operating system. It builds on the greatness of past BlackBerry messaging machines, yet blends this with modern smartphone software powerful enough to run multiple apps at once without skipping a beat. It also surfs Web sites like a …

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Investment Executive | Manage your social media connections

Building a loyal group of “followers” or “connections” on social media sites can be a boon to your ego, but it doesn’t necessarily translate into a bigger book of business, says Sara Gilbert, founder of Strategist in Montreal. “That is the quandary many advisors face in the digital age,” Gilbert says. “How do you translate relationships made in cyberspace into …

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Investment Executive | Five ways to retain your clients

Keeping existing clients is easier than recruiting new ones. In an environment of increasing competition, it is important for you to take steps to ensure your clients remain with you. Getting along with existing clients, with whom you can build deeper relationships and grow your business, is much easier and less costly than finding and recruiting new clients, says Scott …

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