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What to consider when deciding to shut down a business

For business owners with a sole proprietorship or corporation, there are pros and cons of keeping those structures open versus shutting them down

New zealand generalNew zealandBritish columbiaJason pereiraGreg tomkinsMartin pelletierWoodgate financial incCanadian federation of independent businessesAssante capital management ltdCanadian association of insolvencySecurities corpLog increate freeGlobe advisorCanadian associationCanadian federationIndependent businesses

A pricing model is not a value proposition – here s how to create one

Too many advisors try to be all things to all people versus trying to be many things to one group

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Positioning your book for a sale | Investment Executive

There's more than one approach to advisor succession

Jason pereiraWoodgate financial incWoodgate financial

Positioning your book for a sale | Advisor s Edge

There's more than one approach to advisor succession

Jason pereiraWoodgate financial incWoodgate financial

How compensation models are evolving as competition for financial professionals heats up

Independent dealers, portfolio managers, investment counsellors and family offices have lured top talent with compensation models that allow advisors to keep more money in their pockets

New zealand generalNew zealandDavid baskinJason pereiraColin ryanWoodgate financial incBaskin financial services incOntario securities commission investor advisory panelAltus private wealth incSecurities corpLog increate freeGlobe advisorWellington altus private wealthOntario securities commissionInvestor advisory panelWoodgate financial

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