Wendi Phillips

The year’s best: Our book picks for your clients

(December 2003) Looking for some books to recommend to clients about certain financial planning topics? Advisor.ca has compiled a list of some of this year’s financial titles that might be just what you’re looking for: The basics Money 101: Every Canadian’s Guide to Personal Finance, by Ellen Roseman (John Wiley & Sons), ISBN: 047083236-3, $26.95 […]

By Wendi Phillips |December 19, 2003

4 min read

Planning and Advice

Your guide to outstanding client gifts that will make you stand out

(November 2002) Finding unique gifts that make you stand out in the mind of your clients has been made easy, thanks to Advisor.ca’s holiday gift giving guide. Read on for some unusual yet thoughtful presents from Canadian Web sites that you can send to your client base or centres of influence this December. For the […]

By Wendi Phillips |November 27, 2002

3 min read