News and resources for Canada's top financial advisors
Market Insights
The real story about mutual fund fees
By Mark Yamada |July 8, 2013
3 min read
Industry
Choppy economic waters are rocking the retirement boat forcing an ever increasing number of Canadian retirees to return to the workforce. And a higher-than-expected inflation rate of 3.3%, as reported by Statistics Canada, doesn’t help matters.
By Vikram Barhat |July 8, 2013
The BBC reports on a Le Monde investigation that allegedly reveals the French government has an ongoing surveillance program similar to the United States’ Prism operation.
By Staff |July 5, 2013
1 min read
Choose ice cream meet ups over coffee dates.
July 5, 2013
A list of 10 things your employees never tell you, and how you can help them with these problems.
2 min read
Your clients are being targeted by your competition, so make sure you keep them.
Apple has been actively trade marking the term "iWatch."
July 3, 2013
Estate Planning
One thing that surprises many advisors who ask for help with business owner clients is the amount of time it takes to sell a private company.
By Mark Groulx |July 3, 2013
Planning and Advice
Why isn’t a prospect signing on with you? If she’s working with another advisor she probably doesn’t know how to end the relationship.
By Bryce Sanders |July 3, 2013
Saving and planning for retirement is difficult. We see this difficulty every day in our interactions with clients, friends and family. From saving for a house, to starting a family, to paying off school debts, there are multiple (and very real) reasons that Canadians are not saving enough or planning for their future.
By Peter Drake |July 3, 2013
4 min read
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