News and resources for Canada's top financial advisors
Planning and Advice
In a couple of months, Canada’s airports and highways will once again be busy with retirees making their annual migration south. About 1.3 million Canadians flock to warmer climates every year and there are new people buying property in places such as Florida, California and Arizona all the time.
By Bryan Borzykowski |August 12, 2014
3 min read
As Millenials build their careers, seek them out.
By Staff |August 11, 2014
2 min read
Industry
Retirees with a financial advisor are happier than those managing their finances alone.
By Staff |August 8, 2014
1 min read
Your clients may be harbouring these retirement misconceptions.
There are more than 200,000 with dementia in Ontario alone and more than half of them will go temporarily missing.
Whether it’s a bank pin or smartphone password, you never know who’s watching when you type sensitive information.
Economic Indicators
As an advisor, it’s your job to prepare couples for their worst-case scenarios in the event they split.
By Ted Michalos |August 8, 2014
It’s easy to get distracted during the summer months.
By Stephanie Holmes-Winton |August 7, 2014
Being courteous to coworkers has an impact on a person's career prospects.
By Staff |August 6, 2014
Seminars can be a great prospecting tool. Here's how to make them a success.
By Bryce Sanders |August 5, 2014
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