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Keyword: Client engagement

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Offer to introduce the child to investing or help the family manage

Chris Prendergast

How to help a young entrepreneur

confusion

We asked three clients

Hendrik Gerritsz Pot’s 1637 Flora’s Wagon of Fools

Bubbles can build and burst at different intervals, or not burst at all

  • By: Katie Keir
  • September 21, 2018 September 20, 2018
  • 12:00
data-breach-cyber-attack

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 data breach. What should she do immediately? The specialist Catherine Beagan Flood, Partner at Blakes, Toronto If she works for a large company, hopefully she has an incident response team, […]

If a strong Canadian economy translates to better wages for your clients, they might benefit from a reminder to put extra cash toward paying down debt. A survey by the Canadian Payroll Association finds that 66% of working Canadians report being in a better financial position than a year ago, but many continue to face […]

  • By: Staff
  • September 5, 2018 September 5, 2018
  • 16:43

The number-one regret reveals the need for advisors

  • By: Staff
  • May 7, 2018 August 30, 2018
  • 00:00

The February correction was a useful check against complacency

Advisors looking to fine-tune their value propositions might do well to focus on client education. That’s because, with the rise of online investing platforms, more clients say they want to better understand investing. “Digital solutions have transformed traditional investing and redefined who can invest online, yet some still feel intimidated by having to decide what […]

  • By: Staff
  • March 12, 2018 August 21, 2018
  • 10:26

Advisors share what they offer—beyond the plan