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Client confidential: Wessy L.

Occupation Student and retired police officer City Thunder Bay, Ont. Age 65 I’ve been investing since: My mid-40s Portfolio: About $300,000 in an RRIF; a…

Tips to serve high-net-worth clients

Ready to add to your book of private clients? At its national conference in Toronto, the Portfolio Management Association of Canada (PMAC) held a session…

  • By: Staff
  • November 8, 2017 September 12, 2018
  • 17:29

Tax items to discuss with clients before year-end

Before Dec. 31, bring up these tax tips

  • By: Staff
  • November 2, 2017 September 12, 2018
  • 11:05

Dear client, I’m leaving you

While there may not be 50 ways to leave your client, there are several methods

Multiracial business meeting in boardroom, sitting at a table

How to moderate family meetings

Tips from experts

Help frugal retirees loosen the purse strings

Many retirees seem to have a hard time shifting from saving to spending

Help frugal retirees loosen the purse strings

Many retirees seem to have a hard time shifting from saving to spending

Client confidential: Kimberly Allen

Occupation Project manager City Vancouver Age 41 I’ve been investing for: I haven’t started yet! I’ll be debt-free: By the end of summer 2018 Investable…

Help a client whose child was arrested

Scenario: The Morneaus* are in a fix. Their 18-year-old daughter, Sarah, has been arrested for public intoxication. She smashed a store window in downtown Winnipeg…

  • By: Allan Tong
  • October 13, 2017 August 21, 2018
  • 00:20
man hand with pen and business report. Accounting

How to holistically stress test client portfolios

Go beyond the numbers

What happens when advisors use robos

Give clients more by offering less

How small talk can reveal planning opportunities

In the first 10 minutes of a meeting,your client says: I’m in shock. My son is visiting us this week, and guess what? He’s getting…

Target and arrows

How being an advisor affects personal financial goals

It can make goal-setting easier

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 September 7, 2018
  • 16:16

Banks to CSA: robos not ‘attractive alternative’ in event of commissions ban

Further regulatory action isn't yet needed, banks argue, so a ban would carry lots of risk

  • By: Katie Keir
  • June 19, 2017 September 7, 2018
  • 09:59

Expert confidential: Kelley Keehn

Occupation: Financial literacy advocate, speaker and author of nine personal finance books. Consumer advocate for the Financial Planning Standards Council (FPSC) and member of the…

What financial concept don’t you understand?

Aaron Dalton, 44, Gamer and coder, Calgary From financial podcasts, I started hearing a lot about passive investing as a way to avoid mutual funds…

Help a business owner who experienced a data breach

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a…

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 September 6, 2018
  • 00:00

CE course: Personal tax season — Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.