Published by Terry McIntyre on Oct 16, 2014
Who's looking out for me? As an investor these days, one of the biggest concerns is the Compliance part of the investment equation. More clients are asking “Does your head office keep an eye on whether... Continue reading
Published by Terry McIntyre on Oct 07, 2014
About a dozen years ago I was doing my regular procedure of pouring over my business, my clients and my client’s investments to keep my client’s and myself on track. I decided to try something different.... Continue reading
Published by Terry McIntyre on Sep 29, 2014
A client who has been with me for 20 years came in to thank me the other day. When he was 72 he brought in his RRSP to be converted to a RRIF. He had been investing directly in stocks his whole life, ... Continue reading
Published by Terry McIntyre on Sep 15, 2014
This is my second in a series preparing businesses for upcoming changes in Ontario Pensions. On May 1, 2014 the Honourable Charles Sousa tabled his budget. I was at the meeting the next morning when he... Continue reading
Published by Terry McIntyre on Aug 21, 2014
How and when to utilize outside professionals It is great to be working as an independent and to be able to work with a full range of professionals. I have been meeting with Lawyers, Accountants and Bankers... Continue reading
Published by Terry McIntyre on Aug 17, 2014
Understanding Active Share There is nothing that drives me nuttier than reading articles from writers who do not understand their topic. We run into this in the investment industry a lot. One area that... Continue reading
Published by Terry McIntyre on Aug 08, 2014
Investing correctly for the times I was at a Mississauga Board of Trade event a few days ago and met a gentleman who is at a crossroads with what to do with his advisor. He invested with this advisor ... Continue reading
Published by Terry McIntyre on Jul 28, 2014
There comes a time when you have to change, because you are being forced to. One such occasion is coming over next while. The Ontario Liberals are going through with an Ontario Pension Plan. Businesses... Continue reading
Published by Terry McIntyre on Jul 25, 2014
I made the right decision when I joined Manulife Securities and my clients will be better off for it. Not just because the corporation allows me to be independent, but because of the independent individuals... Continue reading
Published by Terry McIntyre on Jul 21, 2014
Have you noticed that even though there seems to be a financial advisor at every turn, less and less of them are true full service advisors? More of them are pushing their own proprietary products, while... Continue reading