News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
(January 2005) Are you in the midst of preparing for a financial industry exam such as the Canadian Securities Course, the Certified Financial Planners Professional Proficiency Exam or the Chartered Financial Analyst Exams? Here are some tips to consider to optimize your efforts — and your results! Environmentally sound The environment in which you study […]
By Brian Gordon | December 31, 2004
3 min read
(December 2004) Planning to attend an upcoming seminar or conference? Follow these common-sense guidelines to help maximize the benefits you derive from the next seminar or conference you attend. I call these guidelines the 4 P’s: Prepare, Participate, Personal Challenge and Post-evaluation. 1. Prepare When I deliver one of my educational or investment seminars, I […]
By Brian Gordon | December 7, 2004
Columnists
November 28, 2023|4 min read
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Tax & Estate
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Investments
September 15, 2023|3 min read
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