News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Advisors can help clients build confidence and financial well-being
By Maddie Johnson |January 9, 2023
2 min read
Technology
A welcome industry development gets a critical assessment
By Michelle Schriver |December 2, 2022
4 min read
This generation brings a different approach to work
By Todd Humber |November 30, 2022
3 min read
At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate
By Michelle Schriver |November 24, 2022
Advisors' questions can influence how much clients share and how comfortable they are
By Katie Keir |November 23, 2022
Industry
Tips from those who made the transition
By Todd Humber |November 16, 2022
Care needs, living benefits were topics at IFB’s fall summit
By Michelle Schriver |November 9, 2022
After recent turmoil, clients may be more willing to consider high-risk events
By Rudy Mezzetta |October 27, 2022
An investment plan does not equal a financial plan
By Katie Keir |October 26, 2022
Being empathetic and sharing facts can keep clients grounded during tough times
By Daniel Calabretta |October 5, 2022
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