Victor Godinho

Likely rate hike means property clients holding on to cash

Clients with real estate portfolios holding fire on expansion plans in light of a potential interest rate hike on January 17, says advisor Victor Godinho

How is real estate affecting retirement strategies?

Hot housing markets are providing new options for Canada’s boomers to handsomely pad their retirement nest eggs

Five unusual ways for advisors to attract clients

Want to bring in new investors? We spoke to five advisors about some “outside the box” ideas

A millennial advisor on courting younger clients

Toronto-based financial advisor Victor Godinho talks to WP about his experiences working with the millennial demographic he's drawn from.

Bank uses app to teach millennials about money

Financial literacy continues to be an important discussion for industry professionals. That’s because Canadians aren’t very savvy when it comes to money. Here’s one app that’s trying to help break through disconnect.

CRM2 delay: advisors have their say

By now most are aware that IIAC has asked IIROC for a six-month extension on the final implementation of CRM2. Already more than two years in, does it really make sense to prolong the process until the end of 2016?

The Conference Board’s got good news for financial advisors

Several recent reports from the Conference Board of Canada regarding retirement planning suggest financial advisors have a big opportunity in front of them.

Digital wallets: should advisors care?

With the growing popularity of Apple Pay and other digital wallets, the temptation to tap, tap, tap, is overwhelming. Is it time to sit your clients down for ‘the talk,’ no matter how experienced they are?

​Fun in the sun: A checklist

What do advisors need to think about before taking time off this summer?