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January 19, 2015
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Retirement Resource Centre
For the advisor who specializes in retirement planning.
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8 myths about financial planning
6 tax filing tips for 2015
Frank Di Pietro
Why clients may need multiple cross-border POAs
How investors can profit from pet owners
Steve Barban and Russell Hope
How young advisors can take advantage of CRM 2
Craig White and Grant White
Why broke clients shouldn’t choose bankruptcy
Never lend to a client, and other compliance sins
Social sharing tips for the busy advisor
Which ETFs are hot?
Is advisor fee deductibility really beneficial?
Seven deadly sins of distribution portfolios
Ask better questions to protect clients’ estates
A misconception about whole life insurance
Helena Smeenk Pritchard
Gift life insurance, get tax credits
Discussing subpar performance with clients
Help business owners avoid trouble with CRA
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