Planning with the new Canada child benef...

ARCHIVES. As the first cheques have gone out already, summer is a great time to talk to clients about the Canada child benefit.

Robo-Advisors can enhance your practice

Learn three ways that robo-advisors can help you.

Choosing a Legal Guardian for Children

here are three key steps to ensuring a legal guardian is in place for your children.

Tips to a Better Vacation Voicemail Mess...

Summer is here and that means holidays. While you are out of the office, make sure to leave a good voicemail.

Serving Entrepreneur Clients

While most professional clients want to meet with their financial advisor through structured meetings a few times per year, entrepreneurs often face impromptu business opportunities and have different needs.

Millennials and Key Tax Issues

Millennials say they are least confident in their understanding of how specific types of investment income are taxed.

Prospecting Doctors

Research the highest-earning professions in major cities and you’ll see doctors near the top of the list. They’re a great target market, but how can you get close to them?

Setting up Company Pages on LinkedIn

Though many advisors are comfortable with the ins and outs of using LinkedIn via their personal page, few are using one of the strongest features of the social network: company pages.

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.

10 Questions to Ask Business Owner Clien...

Savvy clients know there are key questions you should be asking. And business owners have specific needs. Here are 10 questions to ask.

Consent and Anti-Spam

Canada’s anti-spam legislation (CASL) will come into force. Make sure you are doing what you need to protect yourself.

  • 1
  • 2