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Interracial gay couple arguing

The pandemic provides an opportunity for client discussion

Young woman shouting

Experts at IFB's virtual summit provide insights on financial stress and mental health

flying

A CIBC report analyzes Canadian households, plus the impact of new CMHC mortgage rules

Amy Fish

This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles online. City: Montreal, where I live with my husband, David, and our three kids Age: 50 Occupation: Ombudsperson, Concordia University; writer and public speaker. My most recent book — I […]

Businessman conquest of adversity

Legal experts offer tips for protecting yourself in good times and bad

Young business woman suffering stress working at office computer

Find out how your client could be struggling

man checking stocks on newspaper and tablet

The regulator said investors under financial pressure could ask dealers to waive fees, such as DSCs

Senior Couple With Financial Advisor At Home

Knowing the answer will help you and your client prepare for incapacity

Couple Meeting With Financial Advisor In Office

Build better relationships with these tips from a CFA Institute survey

  • By: Staff
  • May 6, 2020 May 6, 2020
  • 11:09
Portrait of young couple working with financial advisor while smiling and sitting on assistance workplace

When trust is weak, clients say they'll walk