News and resources for Canada's top financial advisors
Estate Planning
You’re scanning the local paper and see your client, a home inspector, is being sued. Your client’s likely embarrassed and may not want to discuss the matter. How do you bring it up delicately?
June 6, 2013
3 min read
Industry
In 2014, U.S. companies can entice workers to be healthier with cash rewards, thanks to new Obama rules on employee wellness programs.
By Staff |June 6, 2013
1 min read
When called by regulators to give testimony in an investigation, you'll be worried about compensation and the lost time.
Considering mental health is a crucial part of developing a wellness strategy.
June 5, 2013
The average bankrupt Canadian is older and has growing debt.
By Staff |June 5, 2013
2 min read
After Zynga announced it would cut more than 500 jobs, shares fell 12% to close at $2.99 in New York, says Financial Times. “The company grew quickly as it became the biggest games publisher on Facebook, but has been retrenching in recent months, as new titles have disappointed and earnings have fallen short of expectations,” […]
June 4, 2013
Planning and Advice
The 2008 slide washed a lot of second- and third-tier advisors out of the profession. So if you’re reading this, you’re doing something right.
By Philip Porado |June 4, 2013
Tara Newbigging insists she’s more than just a fitness instructor. “I change people’s lives,” she says.
By Melissa Shin |June 4, 2013
6 min read
Jerome Downey knows what it’s like to fail. At 24, when most people are trying to land full-time jobs, he launched Downey Mortgage & Financial, a Nova Scotia-based brokerage offering discount financing.
By Suzanne Sharma |June 4, 2013
5 min read
Beauty may only be skin deep, but for Parham Aarabi, 36, it’s a multimillion-dollar business. His software lets users see the results of cosmetic corrections without the pain of the procedure.
By Vikram Barhat |June 4, 2013
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