Practice

Why the current retirement age hurts clients

Longevity risks, combined with a shrinking working population, are causing enormous shockwaves in the pension system.

By Jason M. Pereira |October 31, 2014

5 min read

Look better in front of clients: our best tips

Earlier this year, Advisor.ca set out on a mission to help advisors. We asked readers to contact us if they’d like to be made over. The results were a success. We were able to help several advisors with their challenges — from a fresher website, to updated office furniture, to a style makeover. Read the […]

By Staff |October 30, 2014

1 min read

9 considerations for successful business owners

Most Canadian business owners are concerned with being able to retire, as well as managing cash flow in profitable and challenging times.

By Staff |October 22, 2014

2 min read

How to communicate with clients

Markets have gone through a correction in the past month, so here's how to talk clients through this volatility.

By Craig White and Grant White |October 21, 2014

3 min read