News and resources for Canada's top financial advisors
Industry
We recently attended a two-day coaching course on the challenge of knowing and pricing your value. Here’s what we learned.
By Craig White and Grant White |April 18, 2016
3 min read
Attending industry-wide events provides laid-back opportunities for meeting new people and learning how to schmooze.
By Staff |April 14, 2016
1 min read
Planning and Advice
Our quiz will guide you to the exact forms and lines you need to do your taxes. If you're a doctor, engineer, dentist, architect, union member or other professional, this one's for you
By Jessica Bruno |April 13, 2016
It’s about differentiation
April 8, 2016
2 min read
A look at back-office administrative services
5 min read
If your clients are doctors, lawyers, engineers, union members or other professionals, don’t overlook the tax savings that come with reporting mandatory dues and association income.
By Jessica Bruno |April 8, 2016
Ontario is seeking feedback on recommendations to help consumers access quality advice.
By Staff |April 6, 2016
Advise cross-border clients to apply early to avoid a backlog as Americans renew 10-year passports.
Most seniors want to remain in their family homes as they age, but must often renovate and retrofit their places to make them senior-friendly.
4 ways to keep the relationship professional.
By Sarah Cunningham-Scharf |April 5, 2016
7 min read
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