tag:blogger.com,1999:blog-39287917995006755982025-10-15T04:02:21.395-04:00Independent Planning Group's BlogThis blog is dedicated to the business and client needs of the Canadian independent financial advisor.Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.comBlogger49125tag:blogger.com,1999:blog-3928791799500675598.post-55327754799788683902012-10-30T21:31:00.002-04:002012-10-30T21:31:34.655-04:00IPG Completes its 2012 Annual Educational ConferenceThe 2012 IPG Annual Education Conference was held during the weekend of October 11th to 14th in the beautiful Park Hyatt Hotel in downtown Toronto, Ontario, Canada. The entire event had about 220 people in attendance with a strong educational content for financial advisors and some great after hours entertainment.
We were proud to announce the following award winners this year: Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com6tag:blogger.com,1999:blog-3928791799500675598.post-88403190936367500822012-09-16T20:17:00.002-04:002012-09-16T20:17:58.964-04:00IPG Launches a new Client Website and BlogAfter months of research and work, Independent Planning Group has launched a new website for the clients of their financial advisors. The new website is structured as an information source for investors and financial planning clients. Several information sources include many investment calculators, client webinars and advisor websites. Please take a moment to view our new Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com2tag:blogger.com,1999:blog-3928791799500675598.post-6981843626355395552012-08-01T09:21:00.001-04:002012-08-01T09:21:00.115-04:00Products - Standard Life launches website for PRPPs, VRSPs - Article - investmentexecutive.comProducts - Standard Life launches website for PRPPs, VRSPs - Article - investmentexecutive.comVince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com5tag:blogger.com,1999:blog-3928791799500675598.post-37169187470387431752012-07-31T13:25:00.001-04:002012-07-31T13:25:06.438-04:00Industry News - Flaherty announces date for the elimination of the penny - Article - investmentexecutive.comIndustry News - Flaherty announces date for the elimination of the penny - Article - investmentexecutive.comVince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com0tag:blogger.com,1999:blog-3928791799500675598.post-53633602467836346322012-07-13T09:26:00.001-04:002012-07-13T09:26:58.655-04:00Company News - Iranian Canadians have bank accounts closed by TD - Article - investmentexecutive.comCompany News - Iranian Canadians have bank accounts closed by TD - Article - investmentexecutive.comVince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com0tag:blogger.com,1999:blog-3928791799500675598.post-43267954798094792722012-07-11T10:55:00.002-04:002012-07-11T10:55:34.893-04:00Winfund to be acquired by RPM Technologies
Please note that Mackenzie Investments has entered into a definitive agreement with RPM Technologies to sell all shares of Winfund, which includes all of its assets and operations, to RPM. The transaction is expected to close on July 31, 2012.
Mackenzie has made a strategic decision to sell Winfund and continue focusing on its core competencies of investment management, distribution Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com0tag:blogger.com,1999:blog-3928791799500675598.post-9203689297205838652012-04-10T09:17:00.001-04:002012-04-10T09:17:27.398-04:00From the Regulators - FSCO to review suitability of life insurance products - Article - investmentexecutive.comFrom the Regulators - FSCO to review suitability of life insurance products - Article - investmentexecutive.comVince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com1tag:blogger.com,1999:blog-3928791799500675598.post-19284041916603837962012-03-21T20:29:00.003-04:002012-03-21T20:29:44.464-04:00Financial Planning for Canadians: Planning for long term care - News CanadaFinancial Planning for Canadians: Planning for long term care - News Canada: Planning for long term care - News CanadaVince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com4tag:blogger.com,1999:blog-3928791799500675598.post-69656486735865732222012-03-07T21:20:00.001-05:002012-03-07T21:20:09.852-05:00IPG launches new Financial Planning blog for CanadiansWe are proud to announce that IPG has launched a new blog to help educate Canadians on the importance and benefits of financial planning and advice.
We believe that many Canadians are under-served when it comes to having access to comprehensive financial advice. Our plan is to provide helpful and meaningful information on all aspects of financial planning such as retirement planningVince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com3tag:blogger.com,1999:blog-3928791799500675598.post-89291646327705248132012-03-04T17:51:00.001-05:002012-03-06T09:10:12.509-05:00Financing Options on Buying an Advisor’s Book – Part 3
Creative Financing
Options on Buying a Financial Advisor’s Book
One of the most important aspects of buying an advisor’s
book of business is to ensure that the clients make a smooth transition to
their new advisor owner. Depending on
the size and complexity of the book, this can take up to 2 years or more. So, its in the purchaser’s best interests to
ensure that the seller is Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com0tag:blogger.com,1999:blog-3928791799500675598.post-13721808208795283362012-02-14T21:36:00.001-05:002012-03-04T13:49:48.558-05:00Financing Options - How to Buy a Financial Advisor’s Book of BusinessAs you read through our blog, you’ll notice that we’ve
written several articles on the do’s and don’t’s of selling and buying a
financial advisor’s book of business.
One of the most important things that a buyer should do prior to approaching
any potential seller is to do their homework.
As an example, if you’re shopping around for a new home, an
experienced real estate agent will Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com8tag:blogger.com,1999:blog-3928791799500675598.post-41184957954161805002012-02-08T19:34:00.000-05:002012-02-09T09:47:55.656-05:00Fee for Service
Compensation disclosure to investors is on the rise in Canada. Both recent and pending legislation will require financial advisors to disclose their compensation, embedded or otherwise, to investors at the point of sale and on a cumulative basis if certain proposed legislation is approved.
Embedded (or hidden) compensation such as back-end loads and
trailer fees are reported to Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com1tag:blogger.com,1999:blog-3928791799500675598.post-18812277542443636112012-02-07T16:38:00.000-05:002012-02-07T16:38:02.206-05:00Career Opportunities for Women
A career opportunity as an independent financial advisor can be an ideal career for many women as explained in Julia Chapman's video below. Please take a moment to view the video.
http://www.youtube.com/watch?v=K10G339cb5Y&feature=relatedVince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com0tag:blogger.com,1999:blog-3928791799500675598.post-67275501483020036062012-01-31T19:59:00.001-05:002012-01-31T19:59:15.415-05:00Long Term Care InsuranceIf you are a typical Canadian then you likely have not considered Long Term Care Insurance. Don't beat yourself up too much on this as it could quite likely be because no one has taken the time to inform you about this valuable insurance protection. However take note, I believe that Long Term Care Insurance is going to become the most sought after insurance need as statistics indicate that we Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com7tag:blogger.com,1999:blog-3928791799500675598.post-71366952784680129712012-01-29T20:37:00.000-05:002012-01-29T20:37:33.332-05:00James Campbell joins Brigata Capital ManagementVince Valenti, president of Brigata Capital Management, is pleased to announce that James Campbell will be joining our firm on Monday, January 30th, 2012 as Vice-President of Operations for Brigata Capital Management. James’ mandate will be to assist us with the day to day operations and business development of Brigata.
James brings many years of industry experience to his role as Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com2tag:blogger.com,1999:blog-3928791799500675598.post-74052677684434169202012-01-25T21:14:00.000-05:002012-01-25T21:14:13.732-05:00What is an Independent Financial Advisor?Independent Financial Advisors are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products and services from a wide range of suppliers.
The Canadian financial services industry has many types of individuals that call themselves financial advisors but depending on the services they offer and the organizations they represent, many Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com65tag:blogger.com,1999:blog-3928791799500675598.post-17875198411917722842012-01-13T15:46:00.001-05:002012-01-13T15:47:55.417-05:00IPG Insurance Launches Online Travel and Health Insurance for its AdvisorsAs the vast majority of Canadians turn to the internet for research before buying a product and service, we wanted to offer our advisors the ability to take advantage of the immense potential the internet offers.
To quote a Google Canada spokesperson, "we're at the stage where if you're a business, whether it's an independent advisor or any kind of business, a website now is like your Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com10tag:blogger.com,1999:blog-3928791799500675598.post-18541974166754265572011-12-19T13:36:00.000-05:002011-12-19T13:36:13.305-05:00Globefund upgrades Brigata Canadian Equity Fund to Five Stars (Top Rating)With its fourth anniversary just around the corner in January, the Brigata Canadian Equity Fund has a lot to be proud of. Globefund has moved the fund to its top rating of five stars. As well, the Brigata Canadian Equity Fund has beaten the Canadian equity fund group average yet again with a better than average 1, 2 and 3 year rate of return. The fund was able to achieve better than average Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com1tag:blogger.com,1999:blog-3928791799500675598.post-69575904694611432602011-11-30T14:35:00.001-05:002011-11-30T14:36:39.627-05:00Vince Valenti joins the MFDA Board of DirectorsAt this morning's 2011 annual general meeting for the Mutual Fund Dealer's Assocation (MFDA) held in Toronto, Vince Valenti was officially added to the MFDA Board of Directors as an Industry Director for a two year term.Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com1tag:blogger.com,1999:blog-3928791799500675598.post-45455417738345608592011-11-24T20:17:00.001-05:002011-11-24T20:17:43.923-05:00Brigata Canadian Equity Fund Beats the Street !GlobeFund reports that Brigata Canadian Equity Fund has beat the Group Average (Canadian Equity Funds) with the best 1, 2 and 3 year rates of return while maintaining a lower risk and beta than the group average and the index.Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com2tag:blogger.com,1999:blog-3928791799500675598.post-19740283353399399722011-11-10T20:46:00.001-05:002012-01-23T20:44:51.575-05:00New Technology Begins its Roll-Out to Financial AdvisorsAfter many months of development, the technical team at IPG have begun the process of installing our latest generation of technology on our advisor's desktops and laptops. Along with full real-time collaboration, CRM, compliant ready websites that offer products and services, this new technology is in hot demand by our advisors and will undoubtably create higher levels of productivity and Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com0tag:blogger.com,1999:blog-3928791799500675598.post-56089066517758649272011-09-14T21:32:00.000-04:002011-09-14T21:32:51.856-04:00IPG Annual Conference in Quebec CityWe're all very excited and getting ready to host our independent financial advisors in beautiful Quebec City. The conference is open to all financial advisors and their administrators and is not based on sales qualification. We'll spend three days listening to some of the industry's most respected money managers, economists and practice management consultants. Of course, we always find some Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com1tag:blogger.com,1999:blog-3928791799500675598.post-31958597680537363522011-07-18T12:15:00.000-04:002011-07-18T12:15:26.833-04:00Brigata Canadian Equity Fund now 1st Quartile and 4 Star GlobeFund RankingGreat news for the investors of the Brigata Canadian Equity Fund! Globefund has given the Brigata Canadian Equity Fund a four star ranking and the fund is now in the 1st quartile on a year to-date basis. As an added benefit, the 3 year beta is lower than the industry average, meaning less volatility.
Please note the following disclaimer:
Commissions, trailing commissions, management fees and Vince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com0tag:blogger.com,1999:blog-3928791799500675598.post-76834405441423699622011-07-12T12:48:00.001-04:002011-07-12T12:49:18.221-04:00SAMPLE CONTINGENCY AGREEMENT VideoVince Valenti, President of IPG Inc. gives advice to financial advisors.
Click here to view the video: Sample Contingency Agreement
http://www.joinipg.com for more infoVince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com2tag:blogger.com,1999:blog-3928791799500675598.post-24933664351501032952011-06-29T11:44:00.000-04:002011-06-29T11:44:20.288-04:00Julia Chapman Radio Interview on EZ ROCK 99.7fmIf you've ever thought a career in finances just didn't add up for you go check your math again! Julia Chapman from Independant Planning Group joined the EZ Breakfast show with all of the reasons why women make great financial planners.
Click Here for Radio InterviewVince Valentihttp://www.blogger.com/profile/11489405589125123755noreply@blogger.com1