A focus on the client
Since Julia Chung co-founded Spring Financial Planning in 2017, it has grown to include 11 advisors across Canada
- May 31, 2019 June 14, 2019
- 00:29
Since Julia Chung co-founded Spring Financial Planning in 2017, it has grown to include 11 advisors across Canada
Working with a partner can help you grow your business while making sure your clients get the best service available throughout the year
Is the creation of BMO Private Wealth Canada and Asia a step toward the family office model?
The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift - resonates throughout the year
Entrepreneurs often lack regular paycheques, employee benefits and time to work on their retirement plans
Beginning in 2021, most family trusts will be required to file tax returns with the CRA even if those trusts don't earn income or make distributions. The CRA also is seeking more information about settlors, trustees and beneficiaries
Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes
Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans
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
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met