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Shauna George

Embracing change

After starting her career in Toronto, Newport Private Wealth portfolio manager Shauna George relocated to Kelowna, and hasn’t looked back

different direction

Is your practice prepared for the “next normal”?

Now may be the time to reconsider your approach to marketing and client relationships

businesswoman thinking

Have you found your niche?

Focusing on a target group of clients can help you grow your business, experts say

woman working from home

Heading back to the office?

Not so fast, firms say, as working from home proves productive

remote work setup

Firms offering advisors remote control

Covid-19 revealed the benefits and challenges of working from home. Some advisory firms now tout their remote-work capabilities in their recruitment strategies

woman in a virtual conference

Tips for virtual networking

With events moving online, you may be forced to network digitally. Here’s how to make the most of the experience

an office worker packing up belongings

Coach’s Forum: Should I renew my office lease?

You and your staff may want to continue working from home once the pandemic is over — which could have major implications for how you…

a man interrupts a cascade of falling dominoes

To be continued

Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19

a woman entering a door of unknown mystery

Coach’s Forum: Make the transition to “transition coach”

Helping business-owner clients transfer their businesses can enable you to end your career on a high note

working from home

The home front

The key to managing a successful strategy for your team to work from home is to maintain a structure while accommodating staff members' personal needs

Black female boss leading corporate multiracial team meeting talking to diverse businesspeople, african american woman executive discussing project plan at group multi-ethnic briefing in boardroom

Ignore ESG at your peril

Advisors who are familiar with responsible investing will be well positioned to attract and retain millennial clients

Shaun Darchiville

The right attitude

Shaun Darchiville has spent his entire adult life in the investment industry. He is driven by a commitment to ethics and a love of music

You're the coach

You’re the coach

How to help clients through financial downturns

mature woman with tablet

Digital assets and estate planning

The first step in dealing with a client's online accounts is to persuade them of the importance of addressing these assets in a will and…

Lisa Elle

A focus on women

Lisa Elle's goal is to address the unmet needs of today's women by making finances "a little more fun"

finding your niche

The new “niche”

There's more to specialization than focusing on a client group. You have to define the specific needs of those clients and what you can do…

Retro image of male hand of a designer drawing with the stylus on a grey graphics tablet, close-up.

Tech Tips: E-signatures can streamline paperwork

Clients demand services that are fast and convenient. E-signatures can save you and your clients time and paperwork without compromising security

Nadine Allen

Putting down roots in northern Alberta

Nadine Allen uses financial expertise, empathy and community support to foster client relationships

Insuring younger clients

Single millennials may not need life insurance, but many could benefit from disability insurance

Businesswoman using laptop in office

Coach’s Forum: Beginning the succession dialogue

Advisors are gradually awakening to the necessity of planning their transition from their practices, but the job is far from done

Special Report on Technology 2020

Compliance, clients to drive new tech

Firms also can use technology to facilitate client onboarding and to make client reporting more engaging and interactive

Shot of a group of young businesspeople using a laptop during a meeting in the boardroom of a modern office

Must-have technology buys for 2020

How to get the biggest bang for your buck when shopping for hardware and software

checking stock market data on a mobile device

Tech stocks offer risk and reward

Clients looking for investment opportunities in this rapidly changing sector must approach them with caution

Smartphone with finance and market icons and symbols concept

Latest fintechs focus on saving

Advisors beware: These innovations will soon be making their mark in Canada

technology for seniors

Health apps and gadgets for seniors

Digital technology can not only help your older clients stay healthy. Some devices can even save lives