News and resources for Canada's top financial advisors
The IIROC cycle ends Dec. 31, 2017
By Staff | December 15, 2017
1 min read
Take this CE Course, which consists of a slide presentation and accompanying audio.
By Michelle Connolly | March 17, 2017
The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
By Anne Manson and Doug Towill | November 10, 2016
22 min read
Planning and Advice
It used to be we needed to upgrade our office computers every three to five years. It was a major undertaking every time. Now, you can upgrade your hardware in 20 minutes at no cost. How? Take your old hardware and load one of these options on it. 1. Ubuntu, Mint or a similar Linux […]
By Kevin Cork | November 4, 2016
3 min read
Raymond Kerzérho, director of research at PWL Capital, shows how to measure the impact of portfolio rebalancing on return and risk.
By Raymond Kerzérho | July 19, 2016
8 min read
The authors describe a methodology to calculate the expected returns and risk level of stocks and bonds, and how it can be used in clients’ financial plans
By Dan Bortolotti and Raymond Kerzérho | May 25, 2016
12 min read
By Michelle Connolly | March 21, 2016
The authors identify red flags investors should watch for when assessing company stocks.
By Al and Mark Rosen | January 22, 2016
26 min read
Retail advisors can use a pension-style approach to optimize clients’ drawdown portfolios
By Graham Westmacott and Susan Daley | December 7, 2015
This course explores how financial advisors can enhance their practices by learning how to advise executors.
By Mark O'Farrell | May 8, 2015