News and resources for Canada's top financial advisors
Planning and Advice
Every Monday, we look at the ABCs of cash flow management.
By Stephanie Holmes-Winton |February 10, 2014
2 min read
Industry
While many Canadians feel they have don’t know enough to plan their financial future, they also don’t know about the lack of regulatory standards in much of Canada for the financial planners who could help, says a survey for the Coalition for Professional Standards for Financial Planning.
By Staff |February 10, 2014
1 min read
How to answer this common question
By Bryce Sanders |February 10, 2014
3 min read
Your boomer clients are retiring, so they’re going to be spending the money in their portfolios.
By Dean DiSpalatro |February 7, 2014
Last year, I got married and my husband and I bought a condo. Our lavish wedding, and the down payment for our home, was funded largely by savings, along with some generosity from our families. Even though we pulled it off, not all your Gen Y clients will be as lucky.
By Suzanne Sharma |February 7, 2014
Editorial: To impress clients, go against your self-interest.
By Melissa Shin |February 7, 2014
Investment Advisor, The Carson Advisory Group, CIBC Wood Gundy
By Kanupriya Vashisht |February 7, 2014
Vice President, Investment Advisor, TD Waterhouse
These professionals keep clients focused on goals.
By Casey Dorrell |February 7, 2014
How to use empathy to win over clients.
February 7, 2014
6 min read
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