Practice

Planning and Advice

5 things successful people never say

The difference between mediocrity and success can be a positive attitude.

By Staff |April 21, 2014

1 min read

Planning and Advice

Take a breather on your next business trip

Make your next business trip more pleasant and productive with Breather, an office space service started by Montreal native Julien Smith.

By Staff |April 21, 2014

1 min read

Planning and Advice

What to do for senior clients

How to catch deductions and credits

By Jessica Bruno |April 21, 2014

4 min read

Market Insights

What unbundling could mean for the future of advice

By Mark Yamada |April 17, 2014

3 min read

Planning and Advice

The ABCs of cash flow planning: O is for Ostracized

Every week, we look at the ABCs of cash flow management.

By Stephanie Holmes-Winton |April 14, 2014

2 min read

Economic Indicators

5 ways to understand millennial clients

Coming of age during the recession, laden with school debt yet unable to find a job that matches their qualifications, millenials are skeptical about their financial future.

By Staff |April 14, 2014

1 min read

Planning and Advice

3 digital estate questions to ask

Between online accounts, personal records and career information, what Canadians store online is worth an average of $47,000 per person, but what’s there rarely makes it into an estate plan.

By Staff |April 14, 2014

1 min read

Planning and Advice

Expressions to avoid

Eight things you should never say to clients, and what you should say instead.

By Bryce Sanders |April 14, 2014

3 min read

Planning and Advice

Advisor analysis – Cory Papineau

Divorce can create both financial and emotional turmoil, and often these issues are intertwined. As financial planners, our job is often to assist in helping our client navigate through these issues without the raw emotion overly influencing the decisions.

By Cory Papineau |April 14, 2014

5 min read

Industry

Would you pay employees to quit?

Amazon will pay an employee who wants to quit up to $5,000 to leave.

By Staff |April 11, 2014

1 min read

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