In part three of a three-part series, John Fabello, securities lawyer and partner, Torys LLP, explains five key ways for advisors to protect themselves from…
Jim Ruta, managing partner and chief sales officer, InforcePRO, gives tips on how to set up the next appointment with a client during your current…
Taking the right steps when a client sues can enhance your chances of success - and reduce the stress of litigation
In part three of a three-part series, Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce’s wealth advisory services…
April-Lynn Levitt, coach with the Personal Coach, delves into specifics on how to build and maintain the relationships that provide a powerful centre of influence…
Jim Ruta, managing partner and chief sales officer, InforcePRO, explains that business people check their mobile phones, on average, every 10 minutes. The fear of…
April-Lynn Levitt, coach with the Personal Coach, offers tips for expanding an advisor’s centre of influence network beyond accountants and lawyers. She spoke to Fiona…
Alan Harman, director, portfolio manager, with ScotiaMcLeod in Toronto, discusses Alma Children’s Education Foundation — a charity he founded to help educate children in poverty-stricken…
Stay in regular contact with COIs, and seek feedback after sending referrals
Mark Halpern, certified financial planner and president of illnessPROTECTION.com, finds time to give back to the community by running half-marathons, designing planned giving programs for…
Ensure your COIs understand what you offer clients, so you don’t get inappropriate referrals
To find the ideal COI for your practice, seek out professionals who specialize in your target market and look for personality traits similar to your…
In part two of a three-part series, John Fabello, securities lawyer and partner, Torys LLP, discusses the potential legal definitions of a best interest standard.…
Jim Ruta, managing partner and chief sales officer, InforcePRO, says clients buy life insurance products to protect those they love. He explains how to create…
For the past 17 years, Mike and Joan Wild have opened their home - and their hearts - to young Halifax Mooseheads hockey players in…
Even perfection may not be enough to save you from an angry client who is threatening litigation. But there are several habits and procedures that…
Thanks to Barry Desrosiers, a Grade 6 class in Calgary gets to learn the ins and outs of starting and running a business and contributing…
Volunteering in Mufumya, Burundi - and seeing the great need among the people there - gives Mike Deboski, an independent insurance advisor in Edmonton, renewed…
Even in charitable giving, the adage “If you want something done right, you have to do it yourself” rings true. That was the approach Alan…
Alfred Chien, an advisor with BMO in Vancouver, oversaw the launch of a free tutoring program for high-school students in one the city's less fortunate…
Vancouver investment advisor Tim Collins says that sleeping on the pavement for a night helps focus attention on the plight of homeless youth and the…
Investors Group's Aaron Margolis, like his grandfather and his parents before him, has made volunteering an important part of his life. His wife and children…
Running a successful insurance practice is only one of the activities that drives Mark Halpern. When he's not advising clients on the benefits of charitable…
Getting people of all ages - especially high-school students - to learn about financial matters is a priority for Crystal Wong, who teaches students personal…
Naguib Kerba's passion for photography has led him to become involved in a wide variety of charitable organizations - from Scouts Canada to Gilda's Club.…