Keep your mobile data secure
If your laptop, tablet or smartphone was lost or stolen, how much sensitive data would be at risk? A number of security features are available…
- By: Danny Bradbury
- April 4, 2011 November 6, 2019
- 10:57
Latest news in Building Your Business
Avoiding “ethical quicksand”
Take the right steps when you suspect a client may be losing his or her ability to make financial decisions
- By: JoAnne Sommers
- April 4, 2011 November 6, 2019
- 10:57
A ringing endorsement for CI insurance
When Brian Burlacoff recommends critical illness insurance to his clients, he speaks from experience. The product recently helped him through a potentially devastating illness
- By: Olivia Glauberzon
- April 4, 2011 November 6, 2019
- 10:57
Few cavities in client’s financial plan
Dentist and his wife can use a private corporation, a pension plan and insurance to secure a comfortable retirement and leave a generous estate
- By: Catherine Harris
- April 4, 2011 November 6, 2019
- 10:57
The surviving spouse
Financial advice and emotional support
- By: Rosemary McCracken
- April 4, 2011 November 6, 2019
- 10:57
Getting your insurance licence
Before you can begin selling insurance to your clients, you will have to acquire the appropriate licence. Your first step is to take a life…
- By: Olivia Glauberzon
- March 7, 2011 November 6, 2019
- 12:49
Look after your joints
There is no cure for osteoarthritis, but a nutritious diet, low-impact exercise and maintaining a healthy body weight may prevent the disease and slow its…
- By: Monica Joseph-McIntyre
- March 7, 2011 November 6, 2019
- 12:49
Blowing clients away
Regardless of the business, going above and beyond clients’ expectations by focusing on the human element will leave them wowed with the delivery of service…
- By: Dan Richards
- March 7, 2011 November 6, 2019
- 12:49
Book lands at right time
Developing a buy/sell agreement for you and your partners is absolutely necessary these days; author Christopher Mercer makes some compelling observations about the process
- By: George Hartman
- March 7, 2011 November 6, 2019
- 12:49
Can widow meet ambitious goals?
A 50-year-old woman in Fredericton who recently lost her husband is prepared to return to work in order to bring income into the family home…
- By: Catherine Harris
- March 7, 2011 November 6, 2019
- 12:49
Women make most money decisions
Advisors who overlook the woman’s role in household finances could be losing out on many opportunities
- By: Megan Harman
- March 7, 2011 November 6, 2019
- 12:49
Could internships work in Canada?
Many U.S.-based financial services firms and advisors are hiring interns. Do these young college or university graduates have a place in Canada’s financial services industry?…
- By: George Hartman
- March 7, 2011 November 6, 2019
- 12:49
Should you take a tablet?
Advisors considering one of these new mini-computers can now look beyond Apple’s iPad; other companies offer a panoply of alternatives, some available now and some…
- By: Danny Bradbury
- March 7, 2011 November 6, 2019
- 12:49
Broaden your shelf with insurance
Are you among the 40% of financial advisors who are unqualified to sell insurance? Or perhaps you hold an insurance licence but don’t use it.…
- By: Olivia Glauberzon
- March 7, 2011 November 6, 2019
- 12:49
Family ties for kids without
The changes in a child who is linked up with a Big Brother or Sister can be remarkable. Financial services professionals Jennifer Barr and David…
- By: Jade Hemeon
- February 22, 2011 November 6, 2019
- 13:11
A year-round commitment
Insurance executive Shawn McCormick volunteers his time to a canoeing club in the summer and a hockey program in the winter
- By: donalee Moulton
- February 22, 2011 November 6, 2019
- 13:11
Johnny Depp, eat your heart out
Macquarie financial advisor Julie Catling participates in Boat For Hope, a B.C. event that gives children with special needs a swashbuckling day at sea, complete…
- By: Brian Lewis
- February 22, 2011 November 6, 2019
- 13:11
A helping hand at Boys and Girls Club
A Sun Life advisor in Moncton has donated hundreds of hours of his time to help youth and raise money for their programs
- By: Gavin Adamson
- February 22, 2011 November 6, 2019
- 13:11
Peddling for dollars
The Ride for Diabetes Research, a one-day “high-energy” event held across Canada, is widely supported by financial services firms; they are the largest fundraising corporations…
- By: Rudy Mezzetta
- February 22, 2011 November 6, 2019
- 13:11
Bricks, mortar and soccer
Nate Lucyk went to Kenya to help build schools for rural children; a striking memory is the joy expressed by a boy with a makeshift…
- By: Rudy Mezzetta
- February 22, 2011 November 6, 2019
- 13:11
Kids, stigmas and mental health
Helping kids with emotional problems has special rewards, say Bill Holmes and Harry Wierenga
- By: Olivia Glauberzon
- February 22, 2011 November 6, 2019
- 13:11
No child should sleep on the street
Warren Wagstaff, an advisor with Raymond James in Vancouver, improves the lives of children by helping to distribute sleeping kits in developing countries
- By: Brian Lewis
- February 22, 2011 November 6, 2019
- 13:11
Levelling the playing field
Kids who live in Toronto’s Regent Park public-housing neighbourhood are getting subsidized music lessons, with some help from Raymond James financial advisor Brian Bowes
- By: Clare O’Hara
- February 22, 2011 November 6, 2019
- 13:11
Learning to set high standards
TD Waterhouse’s Jim Kershaw helps the Duke of Edinburgh’s Award program inspire young people to improve themselves and help their communities
- By: Megan Harman
- February 22, 2011 November 6, 2019
- 13:11
Making room for what’s important
Planner assists young children with developmental challenges
- By: Geoff Kirbyson
- February 22, 2011 November 6, 2019
- 13:11