News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
While it can be a struggle to calm the financially fearful after tax season, it’s easy compared to what dentists deal with. More than one-third of Canadians have anxiety about seeing a dentist, according to a 2012 paper from Oral Health Journal.
By Casey Dorrell |June 6, 2014
3 min read
Penny Walker’s priority is finding stocks to add to clients’ portfolios.
By Jessica Bruno |June 6, 2014
5 min read
Industry
If you want to form a strong rapport with clients, keep them warm.
By Staff |May 30, 2014
1 min read
A leaked video shows Colin Fan, a Canadian senior executive at the London-based bank, warning traders that he’s had enough of their “vulgar” and “indiscreet” language, reports the Globe and Mail.
By Staff |May 20, 2014
You have to network to build your practice. Here are some tips to maximize your time.
By Jessica Bruno |May 20, 2014
Each week, we look at the ABCs of cash flow management.
By Stephanie Holmes-Winton |May 12, 2014
2 min read
You’re planning to attend a ritzy charity event. Here are five tips to help you prospect.
May 12, 2014
Stop using unnecessary terms during client meetings.
By Jessica Bruno |May 9, 2014
8 min read
Networking guides going back to 1936’s How to Win Friends and Influence People say it’s more important to listen than speak when meeting someone new. Is that true, or are you missing out on an opportunity to make an impression?
By Stephanie Holmes-Winton |May 5, 2014
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