Articles

Guiding Clients Beyond Stock-Market Bets

Investment advisors John Sanchez and Nancy Nicol talk with Wealth Professional about trends affecting Canadian investor behaviour and how advisors should step in.

Exploring the Universe of Financial Planning

Clients have different asset and income profiles, and they all have different financial objectives. To satisfy those who need more than out-of-the-box financial advice, an investment advisor needs out-of-this-world thinking skills. That’s what clients can expect from John Sanchez – and he’s got a degree to prove it.

Pensions: Defined Benefit Plans: Death Or Rebirth?

The past two decades have seen a dramatic decline in the number of defined benefit pension plans. However, there is one segment where DB plans are making a comeback thanks to the recent introduction of the Personal Pension Plan. John Sanchez explains the advantages of the PPP structure for owner-operator and incorporated professionals to Private Wealth Canada.

Wealth Professional Young Gun 2018 Zoe Wolpert

Associate Investment Advisor Zoe Wolpert talks with Wealth Professional about engaging the next generation of wealth.