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Multi-Asset
09/04/2019
Collapsing Yield Curve: Are recession fears valid? Between an escalation of trade wars and Fed Chair Powell’s disappointing messaging on “mid-cycle-adjustments”, investors have been spooked by the recession bogeyman for well over a year
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Multi-Asset
8/19/2019
MAST Asset Allocation Outlook - “The only way to Avoid Mistakes…” Positioning was unchanged in July, reflecting lingering trade uncertainty while expecting central-bank easing to extend the cycle.
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Practice Management
08/15/2019
Mind the Gap: A Risk Expert’s Approach to Client Concerns You could call Shannon Hooper a highly experienced rookie. After supporting and training Advisors for 15 years, she decided it was time to take the plunge and lever her extensive experience as a Wealth Advisor for GEM Financial Group. Shannon’s niche is risk; particularly life insurance and segregated funds, which are once again a hot topic of conversation, given concerns – particularly among Canada’s aging demographic – about protecting their nest eggs.
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Practice Management
08/15/2019
All Systems GROW: A Rising Star Scales Up Sajjad Hussain, Portfolio Manager- recipient of Wealth Professional’s 2019 Rising Star Advisor of the Year Award – has been focused on “institutionalizing” Allen Private Wealth Group, HollisWealth, a division of Industrial Alliance Securities Inc.’sretail practice in order to better serve clients with a pension-style, process-driven approach. Their investment in their own infrastructure has resulted in a scalable business that will allow them to grow their account base – and provide Advisors nearing retirement a means to transfer their legacy to a firm that considers itself an industry disruptor.
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Multi-Asset
08/14/2019
Canada – A Bright Spot in Global Growth Fred Demers, Director Multi-Asset Solutions, BMO Global Asset Management, takes stock of major forces driving the market – central bank actions, tariffs and trade, and oil prices – providing a primer for Advisor conversations while spotlighting BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) as a uniquely desirable investment in today’s macro environment.
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Multi-Asset
07/30/2019
Brexit update Brexit uncertainty continues in the UK. Leaving without a deal by October 31 is a distinct possibility, an early general election looks even more likely.
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Multi-Asset
07/26/2019
MAST Asset Allocation Outlook: The Fed is the Stock Market’s Best Friend At its June Federal Open Market Committee (FOMC) meeting, the Fed formally capitulated to the bond market by downgrading its policy path and removing its “patient” guidance.
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Practice Management
07/06/2019
The NEW Estate Planning: Turning Client Values into YOUR Value When a client’s loved one passes away, it can be challenging to triangulate all the relevant changes in family and tax law, probate law, and Powers of Attorney – especially after the fact. To prevent leakages in your book that come from being underprepared, Lesley Cameron, BMO’s National Director of Estate Planning, provides tips, best practices and checklists for making estate planning a differentiator in your practice.
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Practice Management
07/06/2019
One Family's Secret to Success and Succession Meet the Rathwells: John Rathwell, Investment Advisor and Wealth Professional Top 50 recipient three years’ running; Jonathan Rathwell, Associate Investment Advisor, FPSC Level 1, RRC, PFP®, CIM® and Brianna Rathwell, Associate Investment Advisor and 2018 Wealth Professional Young Gun. The team behind Rathwell Financial, HollisWealth®, a division of Industrial Alliance Securities Inc., sat down with Insights to explain how they live their motto – “families helping families” – and to share the practices that set this thriving business apart.
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Multi-Asset
Tariff-Man is Back President Trump’s trade-war tactics surprised markets once again by threatening Mexico with tariffs if Mexico could not limit the flow of migrants.
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Practice Management
06/10/2019
Buying Book After Book: A Strategic Growth Story Matthieu Bouchard, Group MCB Private Wealth Management, considers himself lucky – to be in a business he loves, strategically buying one book after another, and shaping a practice that resonates with Millennials and retirees alike. Given the roadmap he’s created for growth and success, it’s clear this young Advisor is making his own luck.
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Practice Management
06/10/2019
How to Better Serve Your Female Clients As Canadian women accumulate a greater share of overall wealth, through unparalleled professional success and, later in life, inheritance, Advisors are motivated to enhance their service offering – and their business – by embracing a more female-centric approach. Kirsten Woodhouse, Director, Intermediary Distribution at BMO Global Asset Management shares her observations of best practices – and a wealth of tools and resources to support your practice.
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