Paul Habert, an independent mortgage broker who works closely with Dundee Mortgage Services, spent many years in a marketing role at that firm’s sister company, and offers some pointers when it comes to communicating with clients.Above all, it is crucial to stay in touch with clients during times of market turmoil, he says. An excellent […]
The Supreme Court rules that UPS was entitled to set-off overpayments of GST, rather than using an application process demanded by CRA
A court can order that private postings be produced for use in lawsuits
Many clients are angry and upset about recent steep declines in the value of their portfolios and are looking for someone to blame. So, what happens if they decide to sue? You may think you have done everything right, but what will the courts think?The vast majority of advisors are unlikely to be found liable, […]
A newly nervy TTC is building support for a vastly expanded network, without the funding
Toronto could make good use of the coming downturn by reviewing its development practices