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  • Include RESPs and RDSPs in client planning

    Include RESPs and RDSPs in client planning

    Minister of State (Social Development) Candice Bergen reminds advisors to be sure to tell clients about government savings vehicles for education and the disabled — RESPs and RDSPs. She spoke at the CIFPs 2015 annual conference in Vancouver.

    Interview of Candice Bergen |
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Building your Business on

  • How to structure a financial advisory team

    How to structure a financial advisory team

    April-Lynn Levitt, a coach with The Personal Coach, discusses the three main team structures for financial advisors. She highlights team models associated with the highest books of business and customer satisfaction, and gives tips on how to build a successful team for your practice.

    Interview of Fiona Collie, April-Lynn Levitt |
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