News and resources for Canada's top financial advisors
Estate Planning
No matter how well someone crafts her estate plan, ex-spouses, disgruntled business partners, estranged children and misguided family members can still challenge her wishes. Estate professionals must anticipate such backlash.
By James Dolan |August 5, 2014
3 min read
Planning and Advice
A look at the benefits of adding services in the summer.
By Stephanie Holmes-Winton |July 31, 2014
2 min read
One of an advisor's most important roles is marketing manager.
By Fortunato Restagno |July 30, 2014
Industry
More than one million people have deposited cheques using CIBC's eDeposit feature, which is available on the bank's mobile app.
By Staff |July 29, 2014
1 min read
You encourage friends, clients, neighbors and family to send you clients. What do you give back in return? Sometimes business leads fall on your lap. When considering several friends you could tell, how do you choose?
By Bryce Sanders |July 28, 2014
On October 31, the IRS released inflation adjustments for more than 40 tax provisions.
By Terry F. Ritchie |July 25, 2014
Obsessing over your goals is a waste of time.
By Staff |July 25, 2014
Investors are unduly influenced by short-term market swings.
By Atul Tiwari |July 24, 2014
Business doesn't have to be dead in the summer.
By Stephanie Holmes-Winton |July 24, 2014
Some new clients see financial planning as an extension of the account opening process or a tool to get people to buy things they don’t want. How can you convince them of its importance?
By Bryce Sanders |July 22, 2014
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