News and resources for Canada's top financial advisors
Est. 1998
Industry
Hurricane Sandy may not be hitting Canada as hard as the U.S., but that doesn’t mean your clients aren’t worried.
October 30, 2012
2 min read
Planning and Advice
People hate confrontation, but if they let issues simmer, they'll never be resolved.
By Kim Poulin |October 19, 2012
Here are four tips to help you better understand your client’s long-term goals so you can help them make smarter investment decisions.
By Stuart Foxman |October 15, 2012
“What do you do?” It’s a simple question, but often difficult to answer. Too much information and you turn people off. Too little and the opportunity to gain a client disappears.
By Bryce Sanders |September 5, 2012
3 min read
Life
A new client recently moved Canada and wants to buy life and health insurance. One problem: He’s from the Middle East.
By Suzanne Sharma |September 5, 2012
Human beings are all the same. We want to feel secure, a place to call home, and to know our children and health will be looked after.
By Staff |September 5, 2012
It’s tough holding meetings when people are far away or held back by weather, but it's not impossible.
By Vikram Barhat |February 8, 2012
Those who predicted unstinted growth for social media in 2011 got it spot on. The global appeal and adoption of social media continue to create a hyperconnected world where, LinkedIn tells me, 240 connections can link you to over four million people. The ‘six degrees of separation’ theory, thanks to social networking sites, is all […]
By Vikram Barhat |December 30, 2011
1 min read
Kristina Jaramillo shares 8 tips for sprucing up your profile
By Kristina Jaramillo (@getlinkedinhelp) |October 1, 2011
James Pelmore, an advisor with Dundee Wealth Management discusses his social media tips for advisors
By James Pelmore (@jamespelmore) |October 1, 2011
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