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Nick Bakish | Young Guns 2014
Nick Bakish
Financial Planner
Investor’s Group
Montreal, Que.
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Well read: Inheriting a book of business not as easy as it seems
As boomer-era advisors retire books of business are being handed off, a whole new set of challenges follow.
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Email issues
Tweaking your emails in the CASL-era
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Carrying a mortgage a smart investing move
Your high-net worth clients are proudly Canadian but are increasingly following in the steps of their American counterparts in choosing to carry forward their mortgages well past their ability to retire them.
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Managing expectations at moments of market strength
Markets have been strong lately, but the growth has some advisors wondering how to manage an expanding book of business.
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Also read: High-net worth types maintaining mortgages in retirement
Long-held wisdom about paying off mortgage first no longer widely held: Investors Group.
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Part 2: Getting down with the designation
On the heals of IIROC's latest guidance notes on how to debunk the confusion behind, what is commonly labelled, the alphabet soup of industry designations, two Montreal advisors express their point of view on why one certification is increasingly essential to the recipe.
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Getting down with the designation
On the heals of IIROC's latest guidance notes on how to debunk the confusion behind, what is commonly labelled, the alphabet soup of industry designations, two Montreal advisors express their point of view on why one certification is increasingly essential to the recipe.
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In-depth with No. 6 from WP's Top 50 Advisors in Canada
WP gets down to the nitty gritty with number 6 on this prestigious list, as he shares his insights on today's market in a candid Q&A.
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Wealth Professional Canada's Top 50 Financial Advisors
The time has come to recognize the country’s finest planners as we unveil Wealth Professional’s inaugural list of the top 50 financial advisors in Canada. In a trailblazing initiative, the industry’s top performers are finally being rewarded for their excellence.