Practice

How a librarian can help you stay organized

Dealing with a disorganized client can be difficult.

By Mira Shenker |March 6, 2015

3 min read

Gifts for art lovers

If your clients are passionate about art, a branded wall calendar that’s full of prints might seem like a logical choice.

By Lisa MacColl |March 6, 2015

2 min read

My niche: Working with police officers

Martin Weller, president of First Capital Financial in Fergus, Ont., built 100% of his niche through referrals.

By Suzanne Sharma |March 6, 2015

5 min read

Your clients may be saving too much

If you're telling clients they'll need 75% to 85% of their current income to have a good retirement, they may be saving too much.

By Staff |March 4, 2015

2 min read