Year-end review: accentuate the positive
A three-part series on conducting a year-end review of your practice
- By: Tessie Sanci
- December 16, 2013 October 30, 2019
- 10:41
Top Stories in Building Your Business
Year-end review: your communications strategy
Before you start thinking about your goals and resolutions for the new year, take a critical look at the methods you have used throughout the…
- By: Tessie Sanci
- December 13, 2013 November 17, 2019
- 10:40
Understanding charitable giving structures
Foundations and donor-advised funds can offer advantages over direct charitable donations
- By: Rudy Mezzetta
- December 12, 2013 October 31, 2019
- 15:50
Year-end review: your marketing strategy
Find out what works and what deserves more resources
- By: Tessie Sanci
- December 12, 2013 November 16, 2019
- 11:35
Triggers and strategies for philanthropic giving
Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group, discusses how to identify triggers and life events when clients will require your…
- By: Malcolm Burrows
- December 12, 2013 October 31, 2019
- 09:35
Identifying the right charitable strategies for your clients
Understand your clients’ goals and consider the tax implications when discussing charitable giving
- By: Rudy Mezzetta
- December 11, 2013 October 31, 2019
- 16:50
Your Time
Holiday Party Guide: Planning your staff holiday party
Find a suitable theme and don’t skimp on the menu
- By: Tessie Sanci
- December 11, 2013 October 12, 2019
- 14:50
Your Time
Holiday party guide: part one
Remember you’re there to socialize, not to network
- By: Tessie Sanci
- December 10, 2013 October 12, 2019
- 11:30
Retirement planning for affluent women and conquering ‘bag lady syndrome’
Sandra Pierce, SVP, director, investment advisor, The Fox Pierce Segal Group with Richardson GMP Ltd., talks about “bag lady syndrome” — the fear many affluent…
- By: Dan Richards, Sandra Pierce
- December 10, 2013 October 30, 2019
- 09:11
Identifying clients who are inclined to give
Recognize the life events that can trigger a client’s desire to make a charitable donation
- By: Rudy Mezzetta
- December 10, 2013 October 31, 2019
- 07:00
Financial Planning
A checklist for U.S.-bound snowbird clients
Ensure they pack a “border kit” and note provincial health-care limitations
- By: Tessie Sanci
- December 9, 2013 October 31, 2019
- 10:30
Ruta’s Rules: The perfect way to start a sales call
In part 11 of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains the perfect way to start every client interview, with a phrase…
- By: Jim Ruta
- December 8, 2013 October 30, 2019
- 11:00
Financial Planning
Changes pending for snowbirds
Clients who winter in the U.S. may soon be able to stay longer
- By: Tessie Sanci
- December 6, 2013 October 31, 2019
- 12:15
Just say “no” to holiday stress
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
- By: Woodrow Pelley
- November 23, 2018 November 17, 2019
- 00:08
Casual Friday: Dress codes getting more casual
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
- By: Leah Golob
- July 28, 2017 October 19, 2019
- 05:00
Casual Friday: Free apps can help you stay healthy
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
- By: Beatrice Paez
- February 17, 2017 October 19, 2019
- 11:00
What to know when advising Muslim clients
Challenges include product availability, proper portfolio construction
- By: Jonathan Got
- February 1, 2024 February 1, 2024
- 15:36
The slow work of converting social media followers to clients
Committing to a platform and showing your personality can help with prospecting
- By: Mark Burgess
- September 22, 2023 September 22, 2023
- 08:35
How financial advisors dealt with the SVB collapse
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
- By: Michelle Schriver
- March 17, 2023 March 22, 2023
- 16:22
Securing financial independence for Canadians with disabilities
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
- By: Alyssa Mitha
- December 5, 2025 December 5, 2025
- 09:59
Take a generation-specific approach to financial planning: KPMG
43% of Canadians found it hard to see the value of a financial plan: KPMG
- By: Jonathan Got
- October 8, 2025 October 8, 2025
- 07:00
5 ways you can help clients navigate a successful business transition
Legacy protection demands careful planning and attention to detail — advisors have a role to play
- By: Dave Turnbull
- August 26, 2025 August 26, 2025
- 13:10
Firm hopes to support younger advisors through new practice financing program
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
- By: Melissa Shin
- June 20, 2023 June 20, 2023
- 06:00
How to write a job posting for an assistant
Every job posting must answer three main questions
- By: Todd Humber
- June 9, 2023 June 9, 2023
- 09:00
Dynamic launches emerging market equities fund
Inflows to emerging markets have soared in recent months
- By: IE Staff
- March 1, 2021 March 1, 2021
- 11:10
Tech tips: Get more from social media
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
- By: Danny Bradbury
- July 27, 2018 November 16, 2019
- 00:09
Why referrals are declining
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…
- By: Dan Richards
- March 1, 2018 November 16, 2019
- 00:11