News and resources for Canada's top financial advisors
Planning and Advice
Grant Skinner, president and CEO of the Winnipeg-based wealth management firm, has bought out National Bank’s 50% stake in his company, less than a year after the bank acquired it.
By Renée Alexander |February 22, 2012
6 min read
Advisors often struggle with the ability to effectively communicate their uniqueness and to attract more of the right clients.
By Fortunato Restagno |February 21, 2012
4 min read
This up-and-coming site is currently one of the hottest new tools in social media, and is touted as a powerful referral tools.
February 17, 2012
1 min read
I focus all my energy on what I can control and don’t stress about the rest.
By Mathieu Paradis |February 13, 2012
3 min read
Your Business
Earn CE credits “An in-depth look at commodity ETFs” is eligible for CE credits, see Accreditation details for more information September 2011 brought back bad memories of Lehman Brothers’ bankruptcy. Against that backdrop, it may be premature to look positively on any asset class. And this is perhaps particularly true of commodities—especially oil. Lack of […]
By Yves Rebetez |February 13, 2012
7 min read
It’s tough holding meetings when people are far away or held back by weather, but it's not impossible.
By Vikram Barhat |February 8, 2012
2 min read
Industry
Discussing exit strategies early will help you manage a split.
February 8, 2012
9 min read
Leading advisors are moving to social enterprise. They are using tools and strategies to connect and collaborate with their clients, teams and assistants. Welcome to the social enterprise.
There’s no question that social media websites have changed the marketing world, but how can an advisor take advantage of the vast reach of the internet?
By Staff |February 7, 2012
Your clients are successful business owners. They’ve invested years and the bulk of their financial assets into the business they’ve grown. But helping clients move on from the company they’ve built can be daunting.
By Dave Zimmel |February 6, 2012
5 min read
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