Extend Your Social Media Research

Archived: Social media continues to be a powerful tool to help you establish your personal and professional brand. Explore how you can best leverage these platforms.

Working with NexGen Clients

So it’s important to understand the differences and needs of different generations. Learn more bout working with NexGen clients.

UCCB and RESP

Investing all or a portion of the benefit in an RESP will give you a great head start in funding your child’s education.

Universal Child Care Benefit FAQ

This infographic resource illustrates everything you need to know about the new Universal Child Care Benefit.

Child Fitness Tax Credit

Learn more bout the enhance Child Fitness Tax Credit that was originally introduced in 2006 to encourage physical fitness among children.

Family Tax Cut FAQ

The Family Tax Cut is a new federal non-refundable tax credit of up to $2,000 for couples with children under the age of 18, effective for the 2014 and subsequent taxation years.

Family Tax Cut

The Family Tax Cut non-refundable tax credit of up to $2,000 for eligible couples with minor children.

Universal Child Care Benefit

This infographic illustrates how the Universal Child Care Benefit, designed to help Canadian families will help families with children under 18.

Writing a Prospecting Letter

Most advisors know it takes about six tries before prospects are on board. A prospecting letter is often the first step, and it’s crucial to get that initial impression right. Here’s what’ll make your letter stand out.

Reality Check for Pre-Retirement Clients

Many of your clients may be moving into retirement soon. While it may be much anticipated, it will be a big change for many. As an advisor you can help. Read more about how your clients may need a reality check.

10 Tech Terms Explained

Well, it’s time to stop faking it and start learning some of today’s most important tech vocabulary. We’ll define 10 tech terms that you hear on the daily, and we’re using plain English.

Infographic Resources

This infographic illustrates how professionals, organizations and corporation can use infographics to connect with their clients and stakeholders.