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  • Advisors must embrace changing technology

    Advisors must embrace changing technology

    In part one of a three-part series, “The technology tsunami: How to ride the tide,” George Hartman, CEO of Market Logics Inc., explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing success.

    Interview of George Hartman, Grant McIntyre |
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  • Financial Planning

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    Yearend tax planning 2017

    Jamie Golombek, managing director of tax and estate planning with CIBC Financial Planning & Advice, reviews some of his major yearend tax planning tips in this free webinar

    Jamie Golombek  |   November 01, 2017

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