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Advisor's Edge March 2021 cover
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March 2021

Advisor's Edge

Are your clients invested too much in Canada?

Clients need advisors who control costs

From office space to regulation, the industry has been forced to innovate

GameStop, and the real challenge for capital markets

Canadian Council for Aboriginal Business president and CEO talks retirement and resilience

Needs assessment is more than gathering information

Clients considering the strategy must take extra care

Help this small business owner avoid becoming another statistic in the Covid-19 “she-cession”

Three steps for assessing eligibility

Most people perceive their financial management through rose-coloured glasses

How they score will reflect on advisors and planners