My Practice

Harnessing emotion gives investors an edge

How well do you KYC?

Don’t waste your weekends

More my practice

How to survive regulatory audits

Sharpen your prospecting skills

How to stand out

Using PDF stamps in Adobe Reader

When cohabitation agreements are inadequate

Debt goes old school

Prospecting your ‘B’ and ‘C’ books

Canadian business confidence endures

Wealthy clients have debt, too

What do you think?

Should the BoC follow economists’ advice and raise interest rates?

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