Glen Way, senior wealth advisor with ScotiaMcLeod in Brampton, Ont., explains the impact one person can make with mentoring and cycling across Canada to help…
Preferred shares boast healthy dividends and tax advantages, but advisors should be aware of the downsides, too
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…
Calendar software saves you time and money
Help clients build a portfolio that provides a blend of different types of income
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…
Confront — don’t avoid — what makes you anxious
In segment one of a three-part series Giving Back -- about advisors who are donating considerable time to charitable activities -- Konrad Kopacz, director of…
Get creative on Valentine’s Day
A service-level commitment helps you gain and retain clients
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…
A service-level commitment helps ensure consistency
Young people are worried about their ability to save for retirement
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
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Don’t think about care costs as a single number — plan for ranges that evolve over time
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Inflows to emerging markets have soared in recent months
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…
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…