News and resources for Canada's top financial advisors
Industry
Advocis has launched a Find an Advisor website to help consumers find an advisor who meets their needs.
By Staff |November 6, 2013
1 min read
Planning and Advice
Be sensitive to the psychology and life-stage perspective of retirees
By Al Emid |November 6, 2013
4 min read
Estate Planning
Most people don’t know the process people in the Mergers and Acquisitions Advisory business undertake when hired to sell a business
By Mark Groulx |November 6, 2013
Retirees often fall victim to scams and high-pressure sales tactics since as a group, they’re one of the few willing to listen to the telemarketers’ pitch. If that happens, an advisor might be one of the few people to turn to for help.
Perception may not equal reality.
By Staff |November 5, 2013
2 min read
Everything depends on how you define conflict
By Melissa Shin |November 5, 2013
Golf and conducting business seem like a natural fit. But are you spending your marketing dollars wisely? Here’s what you need to know.
By Lisa MacColl |November 5, 2013
>When his father, Ben Pearl, died of cancer in 1997, Steven Pearl wanted to honour his memory and enlist others to help fight the disease. So Pearl, an advisor with HollisWealth (formerly DundeeWealth) in Toronto, teamed up with his brother to create the Gentle Ben Charity Challenge, which raises funds for hospital cancer programs, pediatric and adult support services, research projects and hospices.
By Stuart Foxman |November 5, 2013
We ask a panel of advisors which model they’d put clients in.
7 min read
Get them used to your type of compensation.
By Suzanne Sharma |November 5, 2013
6 min read
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