News and resources for Canada's top financial advisors
Estate Planning
Help executors avoid disputes over digital family legacies.
November 5, 2013
6 min read
Planning and Advice
Cole Kachur has pierced a client base of successful, wealthy people. Who? Dentists. How? By offering CE-accredited professional development sessions on tax issues, insurance strategies and succession planning that are priorities for this client base.
By Suzanne Sharma |November 5, 2013
4 min read
Your client just told you his wife of 30 years died unexpectedly. He tears up while giving you the basic details—she was crossing the street and got hit by a drunk driver. How do you comfort him during this difficult time?
By Rosemary Smyth |November 5, 2013
2 min read
Data security policies aren’t foolproof. So financial data tech experts advise that you always assume your clients’ information is vulnerable.
My newest tablet is an Acer Iconia W510 running Windows 8 Pro. The basic version is $549 and has 64 GB of storage—four times the storage in the entry-level iPad 3. The Acer has become my main tablet for two other reasons.
By Kevin Cork |November 5, 2013
3 min read
Title: Vice President, Investment Advisor, TD Waterhouse
By Kanupriya Vashisht |November 5, 2013
Industry
Retirement may be the new 40, some advertisers suggest: Retirees are only as old as they feel, and the world is their oyster.
By Scot Blythe |November 4, 2013
5 min read
“How’s the market?” It’s the question you’re asked most. Giving a good answer of allows you demonstrate your expertise.
By Bryce Sanders |November 4, 2013
The auto-response email is a delicate art and often it's botched, says New York Magazine.
By Staff |November 1, 2013
1 min read
Advisors looking for wealthy clients are missing out on potential clients if they’re not tracking their own presence online, says Lisa Boulanger, a Google account executive specializing in financial services
By Jessica Bruno |November 1, 2013
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