News and resources for Canada's top financial advisors
Est. 1998
Market Insights
What to do if your client’s child might play professionally.
By Sarah Cunningham-Scharf |October 3, 2014
7 min read
Economic Indicators
There are 155 more billionaires now than in 2013. The entire group has a combined net worth of U.S.$7.3 trillion.
By Staff |September 26, 2014
1 min read
Markus Persson, creator of video game Minecraft, may soon be a billionaire thanks to Microsoft.
By Staff |September 12, 2014
Planning and Advice
A client invites you aboard his 100-ft. yacht. You’re excited about an afternoon on the water but need to make a good impression. Before you head out, polish your on-deck etiquette.
By Jessica Bruno |September 5, 2014
4 min read
Industry
The population of Canadians with more than $1 million to invest hit 320,000 last year, says RBC.
By Staff |June 20, 2014
Rich clients should pay off their children’s mortgages, says CIBC tax and estate planner Jamie Golombek.
By Jessica Bruno |June 12, 2014
2 min read
If you want to sound confident and knowledgeable in an interview or client meeting, don’t say the word “basically.”
By Staff |June 6, 2014
Four times when clients shouldn’t follow conventional wisdom
By Dean DiSpalatro |June 6, 2014
6 min read
If you’ve read our guide on inviting clients to an exclusive chef’s table dinner and wine tasting, you’re well-versed in how to arrange a memorable dinner and how to ensure it’s a success.
By Staff |May 22, 2014
You’re planning to attend a ritzy charity event. Here are five tips to help you prospect.
May 12, 2014
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