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  • Gifts: Saying thank you to clients

    Gifts: Saying thank you to clients

    From charging stations to chocolate, Adam Kafka, owner of Universal Links in Toronto, and an expert in corporate gifting, presents this year’s best gifts to show appreciation to your clients.

    Interview of Clare O'Hara, Adam Kafka |
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  • Financial Planning

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    The changing face of retirement

    Longer lives and lower interest rates are creating new challenges for advisors and their clients, and require careful financial planning

    Rick Annaert  |   December 03, 2014

Financial Planning

Financial Planning

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