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Client Confidential: Amy Fish

This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles online. City: Montreal, where I live with my husband, David, and our three kids Age: 50 Occupation: Ombudsperson, Concordia University; writer and public speaker. My most recent book — I […]

  • June 12, 2020 June 22, 2020
  • 09:00

Client Confidential: Jill Heinerth

A cave diver discusses death and taxes

  • March 27, 2020 April 13, 2020
  • 09:30

Prospecting in 2020

How should advisors find clients today?

  • February 7, 2020 February 6, 2020
  • 09:30

Client Confidential: Delyse Sylvester

Learning how to talk about money

  • February 7, 2020 February 6, 2020
  • 09:30

Client Confidential: Sharon Hartung

An author and entrepreneur looks at death in the digital age

  • November 29, 2019 November 27, 2019
  • 12:00

Client Confidential: Michael V. Smith

Money and relationship stress

  • October 25, 2019 November 25, 2019
  • 13:00

One year of legal cannabis

The recreational market didn’t stabilize the sector’s notoriously volatile stocks. Here’s what investors need to know about Cannabis 2.0.

  • October 25, 2019 October 25, 2019
  • 13:00

Client Confidential: Christine Sharma

A homeowner at 25

  • September 20, 2019 September 20, 2019
  • 15:00

Offering money advice when millennials divorce

Why some younger couples are seeking different solutions when they split

  • March 25, 2019 March 25, 2019
  • 00:00

Client Confidential: Elan Morgan

A 'late financial bloomer' recovers from income tax woes

  • March 25, 2019 March 25, 2019
  • 00:00