Home Wendy Cuthbert

Immigration in Canada is on the rise. So, dealing with newcomers to Canada will be an important part of many advisors' business

  • March 27, 2016 March 27, 2016
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The authors of a new book designed to help people manage negative situations that are unlikely to change recommend detaching from bad feelings with a curse and humour. Doing so is especially effective in dealing with poisonous people

  • March 27, 2016 March 27, 2016
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The amounts and types of food you eat before and after a workout can make a significant difference in the benefits you gain from exercising

  • February 26, 2016 February 26, 2016
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A large proportion of middle-income Canadians nearing retirement are at risk of sliding into poverty. And this problem is expected to balloon in the coming decades as more people retire without a company pension or adequate savings, according to a report commissioned by the Broadbent Institute, a think-tank based in Ottawa. The report, entitled We’re […]

  • February 26, 2016 February 26, 2016
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A growing number of working women say that they dream of opening their own shop. Although that route can be a solid alternative on-ramp to success, careful preparation is needed, both in training and focusing on goals

  • February 12, 2016 February 12, 2016
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Linking up with a mentor can help provide the competitive edge that comes with experience. And while women don't necessarily have to work only with a woman mentor, doing so may help in areas with which men are less familiar

  • February 12, 2016 February 12, 2016
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In anticipation of CRM2, many advisors are making the shift from commissions to a fee-based model

  • November 27, 2015 November 27, 2015
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Many parents are helping their adult children financially - to the point that some are even delaying retirement. You can help by setting up family meetings and promoting financial literacy

  • November 6, 2015 November 6, 2015
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As elderly clients die and leave estates for their children, financial advisors inevitably will lose some assets from their books, retain some assets and gain some. Here are steps you can take to keep those losses to a minimum and retain the heirs as your clients

  • October 25, 2015 October 25, 2015
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Financial services companies disclose very little about their policies - if any exist - regarding mental health and wellness

  • October 22, 2015 October 22, 2015
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