Practice

Planning and Advice

Finding the right buyer for your book

This article is part of a series

By Doug Carroll |May 13, 2016

4 min read

Economic Indicators

First estimate of Fort Mac losses as high as $45 million

The initial estimate from the wildfire is $35 million to $45 million

|May 11, 2016

1 min read

Planning and Advice

Millennials talk ORPP with retirees

Consider using these new ads from the Government of Ontario to get families, and especially millennials, thinking about saving for retirement.

By Russ Martin, Marketing Magazine |May 11, 2016

2 min read

Industry

Canada’s record on finding tax evaders is dismal

Can a simple appeal to honesty pay dividends?

By John Geddes, Maclean's |May 6, 2016

2 min read

Planning and Advice

What are the biggest misconceptions clients have about your job?

Q:What are the biggest misconceptions clients have about your job? Joseph Bakish vice-president, investment advisor at Richardson GMP in Montreal Clients often think we have control over the markets, and they also misunderstand fees. When I discuss market movements or costs with clients, I always bring it back to the value clients receive. For instance, […]

May 6, 2016

2 min read

Planning and Advice

What fortysomethings expect from their advisors

Fortysomethings share their challenges

May 6, 2016

5 min read

Planning and Advice

Let clients book their own meetings

Think about how much time you and your staff have spent booking client meetings. And think about how helpful would it be if you could clump all the phone calls you receive from clients into specific time slots of the day, and know in advance what they’re calling about. Well, there are services that will […]

By Kevin Cork |May 6, 2016

3 min read

Industry