News and resources for Canada's top financial advisors
Planning and Advice
When I was a child, my mother never discussed her income, or whether the family was struggling financially. As an adult, I learned this was because she didn’t want me discussing these issues with friends. But I now realize this was a missed opportunity to teach me about money, and for her to explain why it was a sensitive topic.
By Caroline Hanna |March 7, 2014
3 min read
Does hiring family make sense? It depends on their skills and how it might affect family dynamics. But it can be smart from a financial perspective.
By Stuart Foxman |March 7, 2014
When netbooks came to the market in late 2007, users criticized their lower processing power, truncated keyboards and lack of software choices. But they’re making a comeback in sleeker, simplified formats.
By Kevin Cork |March 7, 2014
2 min read
Find untapped client sources to build your book.
By Evelyn Juan |March 7, 2014
8 min read
One of your wealthy clients tells you her company downsized and she lost her job. She wasn’t given much advance notice, so she’s in shock. She wonders how she’ll pay bills, and is worried about her future. How can you help?
By Rosemary Smyth |March 7, 2014
Title: President and CEO, Bellwether Investment Management
By Kanupriya Vashisht |March 7, 2014
Heed these tax and planning tips before hiring family.
By Stuart Foxman |March 6, 2014
Economic Indicators
Marijuana laws in Canada will soon be getting an overhaul, report Profit and the CBC.
By Staff |March 5, 2014
1 min read
Ensuring your office runs smoothly and clients are happy is important to your practice’s well-being, but 54% of American financial advisors don’t have the processes and technologies needed to deliver, finds consulting firm SEI.
Every week, we look at the ABCs of cash flow management.
By Stephanie Holmes-Winton |March 3, 2014
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