A preferred source of income
Preferred shares boast healthy dividends and tax advantages, but advisors should be aware of the downsides, too
- By: Jade Hemeon
- February 20, 2013 October 31, 2019
- 06:30
Top Stories in Building Your Business
Climbing every mountain for Sick Kids
Brian Culbert, investment advisor and first vice president at CIBC Wood Gundy, speaks about his charitable work that has raised about $250,000 for Sick Kids…
- By: Jade Hemeon, Brian Culbert
- February 19, 2013 October 12, 2019
- 14:55
Practice Management
Embrace scheduling technology
Calendar software saves you time and money
- By: Brent Jolly
- February 19, 2013 October 30, 2019
- 12:00
Options for income in a low interest rate world
Help clients build a portfolio that provides a blend of different types of income
- By: Jade Hemeon
- February 19, 2013 October 31, 2019
- 06:20
Engage clients with daily blogging
David Allard, portfolio manager, Bell Allard Wealth Management at ScotiaMcLeod, describes how to create a blog that provides daily communication and updates to clients. Allard…
- By: Dan Richards, David Allard
- February 16, 2013 October 30, 2019
- 06:30
Your Time
Busting stress during RRSP season
Confront — don’t avoid — what makes you anxious
- By: Brent Jolly
- February 15, 2013 October 12, 2019
- 11:30
Giving like Santa all year round
In segment one of a three-part series Giving Back -- about advisors who are donating considerable time to charitable activities -- Konrad Kopacz, director of…
- By: Paula Virany, Konrad Kopacz
- February 15, 2013 October 12, 2019
- 00:00
Show your clients some (professional) love
Get creative on Valentine’s Day
- By: Brent Jolly
- February 14, 2013 November 17, 2019
- 11:30
Practice Management
Delivering a consistent client experience
A service-level commitment helps you gain and retain clients
- By: Brent Jolly
- February 13, 2013 October 30, 2019
- 12:00
One flaw that can ruin a succession plan
In part five, Jim Ruta answers the question: What are the key points to crafting an effective succession plan? He explains the one thing you…
- By: Jim Ruta, Paula Virany
- February 13, 2013 October 30, 2019
- 10:30
Practice Management
Make all your clients feel like top clients
A service-level commitment helps ensure consistency
- By: Brent Jolly
- February 12, 2013 October 30, 2019
- 11:25
Financial Planning
A retirement savings strategy for debt burdened students
Young people are worried about their ability to save for retirement
- By: Fiona Collie
- February 11, 2013 October 31, 2019
- 16:50
Client Communications
Having “the talk” with your clients
Focus on the value you provide for your fees
- By: Brent Jolly
- February 11, 2013 November 17, 2019
- 11:30
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