Practice

Industry

Help young clients with long-term planning

Help clients meet their long-term goals.

May 8, 2013

1 min read

Estate Planning

Sequence of retirement meetings

Ian Adams of ScotiaMcLeod suggests the following timeline.

By Christopher Mason |May 8, 2013

2 min read

Industry

NRC bridges technology gap for Canadian businesses

The National Research Council of Canada (NRC) has transformed into an industry-focused research and technology organization.

By Staff |May 7, 2013

1 min read

Industry

Why you didn’t land that client

During the meeting, everything goes according to plan. But the prospect doesn’t sign. Why?

By Melissa Shin |May 7, 2013

2 min read

Should you pay for a better LinkedIn profile?

Blogs. Twitter. LinkedIn. Facebook. There are more channels than ever to connect with clients and prospects. The challenge is navigating and using those channels to your best advantage. Will hiring a social media consultant help?

3 min read

My Best Event: A maestro at fundraising

At Macquarie Private Wealth in Calgary, Dave Lougheed makes sure all elements of his investment plans work in harmony. Lougheed, an advisor and associate portfolio manager, also knows about another type of harmony—he supports the Calgary Philharmonic Orchestra (CPO).

2 min read

Advisor confidential | Lori Livingstone

For income, I own investment-grade, high-yield U.S. and Canadian corporate bonds and a mix of five-year-reset preferred shares, including Enbridge, Brookfield Office Properties, Sun Life, Fairfax Financial Holdings and Canadian banks.

2 min read

Happy retirees making life easier for Canadian advisors

Canada is a good place to be a financial advisor. A recent international survey of retirement attitudes and realities in different countries found that Canadians are reasonably open to suggestions about retirement and estate planning. The poll also illuminated a couple of areas of concern that smart advisors might do well to capitalize on.

2 min read

Practice

Help young clients with long-term planning

Sequence of retirement meetings

NRC bridges technology gap for Canadian businesses

Why you didn’t land that client

Should you pay for a better LinkedIn profile?

Mine your CRM data

My Best Event: A maestro at fundraising

Advisor confidential | Lori Livingstone

Are you Canada’s next superstar saver?

Happy retirees making life easier for Canadian advisors