News and resources for Canada's top financial advisors
Planning and Advice
Whether it’s explaining ETFs or laddered annuities, advisors need to educate clients to help them make the best choices. But explaining complicated concepts isn’t easy.
By Casey Dorrell | November 14, 2014
3 min read
While it can be a struggle to calm the financially fearful after tax season, it’s easy compared to what dentists deal with. More than one-third of Canadians have anxiety about seeing a dentist, according to a 2012 paper from Oral Health Journal.
By Casey Dorrell | June 6, 2014
Jill Wood, a veterinarian at Southport Animal Hospital in Stratford, PEI, told us how she helps distraught clients cope with bad news.
By Casey Dorrell | April 4, 2014
These professionals keep clients focused on goals.
By Casey Dorrell | February 7, 2014
November 28, 2023|4 min read
October 25, 2023|3 min read
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September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
September 15, 2023|3 min read
June 20, 2023|3 min read