News and resources for Canada's top financial advisors
Planning and Advice
Each week, we look at the ABCs of cash flow management.
By Stephanie Holmes-Winton |June 9, 2014
2 min read
Few would argue that the vast majority of Canadians are struggling to build a nest egg for their retirement. Millions of them are nearing, or going into, retirement fearful of the prospect of outliving their savings. This presents a challenge to many financial advisors who must help this demographic make investment choices that will generate a predictable retirement income.
June 9, 2014
7 min read
Your car is a big computer, and hackers could access its network to control it from afar.
By Staff |June 6, 2014
1 min read
Industry
If you want to sound confident and knowledgeable in an interview or client meeting, don’t say the word “basically.”
You don’t want to be average. If you are, you’ll get lost in a sea of peers, which makes it hard to compete professionally and grow your business. One way to stand out is to focus on a niche client base.
By Suzanne Yar Khan |June 6, 2014
3 min read
While it can be a struggle to calm the financially fearful after tax season, it’s easy compared to what dentists deal with. More than one-third of Canadians have anxiety about seeing a dentist, according to a 2012 paper from Oral Health Journal.
By Casey Dorrell |June 6, 2014
Jim Sanderson digs into his geologist past to carve a niche.
By Melissa Shin |June 6, 2014
Penny Walker’s priority is finding stocks to add to clients’ portfolios.
By Jessica Bruno |June 6, 2014
5 min read
David Juniper had to change his style to serve vets.
June 6, 2014
Alexandra Horwood strikes gold early on.
By Dean DiSpalatro |June 6, 2014
6 min read
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