News and resources for Canada's top financial advisors
Industry
Small businesses are facing challenges when it comes to growth and attracting new clients. “As the digital and social media world continues to evolve, it can be overwhelming to traditional business owners,” says Athena Varmazis, vice president and general manager, small business services, American Express Canada. Read: Help small businesses through big issues Despite retaining […]
By Staff |September 10, 2012
1 min read
Mark Zuckerberg is not only famous in the world of social media, he’s also one of the up-and-coming stars of the comic universe.
September 7, 2012
2 min read
Britain's Foreign Secretary William Hague is taking social media networking to new heights by meeting his followers.
By Staff |September 7, 2012
Fewer Canadians are living pay cheque-to-pay cheque (47% versus 57% last year), finds Canadian Payroll Association (CPA). And in 2012, 66% were able to increase their savings, up from 40%. Read: Half of Canadians don’t have emergency savings: CIBC But although more people are saving, the rate of savings remains low. Almost half (46%) are […]
By Staff |September 6, 2012
As a result of low yields, benign inflation, and an overvalued Canadian dollar, current conditions involving a slow growth world are conducive to more defensive risk-reward opportunities.
By Justin G. Charbonneau |September 6, 2012
3 min read
“What do you do?” It’s a simple question, but often difficult to answer. Too much information and you turn people off. Too little and the opportunity to gain a client disappears.
By Bryce Sanders |September 5, 2012
Planning and Advice
I wouldn’t want to be a Barclays advisor. Even before the LIBOR scandal, the embattled bank was accused of money laundering, tax avoidance and conflicts of interest.
By Melissa Shin |September 5, 2012
One thing I’d never say I can’t help you. I always offer a solution, even if it’s a referral.
By Kanupriya Vashisht |September 5, 2012
How to get beyond box-checking suitability questionnaires
By Christopher Mason |September 5, 2012
4 min read
Human beings are all the same. We want to feel secure, a place to call home, and to know our children and health will be looked after.
By Staff |September 5, 2012
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.