Client book

Client Confidential: Guelph family chooses the slower life

"We set out to create a local, sustainable, community-focused lifestyle that would also generate income"

By Susan Goldberg |February 5, 2021

3 min read

Client Confidential: Nancy Wilson

Canadian Women's Chamber of Commerce founder talks money

By Susan Goldberg |October 30, 2020

3 min read

What a K-shaped recovery means for your book

Demand for advice may be greater than ever, but your book doesn’t grow based on need

By Mark Burgess |October 28, 2020

3 min read

Building a book post-pandemic

Advisors look to team high tech with human touch

By Michelle Schriver |July 24, 2020

4 min read