Home Donalee Moulton

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

  • August 24, 2018 August 22, 2018
  • 00:03

Angela Mercier has a resumé that includes several positions in both the automotive industry and the financial services sector. Her practice offers two distinct services: Mediation for divorcing couples and financial advice

  • June 22, 2018 June 20, 2018
  • 00:03

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

  • June 13, 2018 August 14, 2018
  • 10:30

The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary time to transfer the book accordingly

  • June 12, 2018 August 14, 2018
  • 15:56

Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes

  • June 12, 2018 August 14, 2018
  • 10:30

Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice

  • June 11, 2018 June 15, 2018
  • 15:13

Every five or so years, someone pitches the idea that Halifax needs a professional sports team

  • March 1, 2018 March 2, 2018
  • 00:00

As users of Facebook, Twitter and LinkedIn become more discriminating, the onus is on you to curate and create content that is compelling - and not "lazy"

  • February 15, 2018 February 22, 2018
  • 00:14

Manufacturing and construction have been strong economic drivers form Quebec, the growth of which is expected to slow slightly this year

  • February 5, 2018 February 7, 2018
  • 00:16

An aging population, declining energy exports and fewer major projects weigh down economic activity in the Atlantic provinces

  • February 5, 2018 February 7, 2018
  • 00:15