News and resources for Canada's top financial advisors
Planning and Advice
A new job is something many Canadians will be thankful for this Thanksgiving.
By Staff |October 10, 2014
1 min read
The untimely death of one woman’s husband leaves this widow wondering if a comfortable retirement is out of reach.
By Camilla Cornell |October 9, 2014
2 min read
Sheila’s first act should be to contact a funeral home to arrange a funeral and have a death certificate prepared. I would suggest she ask for 20 copies of Bill’s death certificate. She’ll need them to do everything from cancelling Bill’s health card and driver’s license, to dealing with financial institutions.
By Jennifer Black |October 9, 2014
3 min read
Offices are replete with grubby photocopier buttons and manky doorways known for harbouring germs.
By Staff |October 8, 2014
Be prepared to explain your fees to clients and prospects.
By Sarah Cunningham-Scharf |October 7, 2014
Estate Planning
A client called me earlier this year with a strange question. He wanted to know if donating an organ or a piece of an organ would affect his ability to purchase life insurance in the future. At the time, it seemed like an academic question and the client didn’t offer any explanations.
By David Wm. Brown |October 6, 2014
Research the highest-earning professions in major cities and you’ll see doctors near the top of the list. They’re a great target market, but how can you get close to them?
By Bryce Sanders |October 3, 2014
Delegating tasks to staff lets you spend more time with clients.
October 3, 2014
Life
Calgary Flames centre Matt Stajan on finding an advisor
By Jessica Bruno |October 3, 2014
4 min read
Business cards have long been a staple of networking events. But, in the digital world, are they worth the expense?
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