Practice

Push your hardware’s lifespan, for free

It used to be we needed to upgrade our office computers every three to five years. It was a major undertaking every time. Now, you can upgrade your hardware in 20 minutes at no cost. How? Take your old hardware and load one of these options on it. 1. Ubuntu, Mint or a similar Linux […]

By Kevin Cork |November 4, 2016

3 min read

Rethink risk tolerance questionnaires

Automated tools can be useful

By Katie Keir |November 4, 2016

5 min read

Client confidential: Leonard R.

Occupation Account manager City Oakville, Ont. Age 56 I’ve been investing Since the early 1980s; more seriously since the early 2000s I plan to retire: In no more than five years Investable assets: $950,000, plus a rental property How long I’ve had an advisor: Two years. Before that, I was with a fee-only financial advisor […]

By Susan Goldberg |November 4, 2016

3 min read

3 ways to help clients win financially

Helping clients feel financially secure is more important than helping them buy a house or a car.

By Staff |October 31, 2016

1 min read