News and resources for Canada's top financial advisors
Est. 1998
Industry
Fiera Capital Corporation has announced the addition of the Fiera High Yield Bond Fund to its existing suite of fixed-income strategies available to institutional and private wealth investors.
By Staff |January 30, 2014
1 min read
Economic Indicators
These hotels cost more per night than some or your clients receive in pension benefits all year.
By Staff |January 24, 2014
The state that gained the most millionaires in 2013 is North Dakota, reports the Wall Street Journal.
By Staff |January 20, 2014
Planning and Advice
You’re at a charity event supporting breast cancer research at the Ritz-Carlton. It’s black tie, complete with a chamber orchestra, silent auction and champagne. You’re surrounded by wealthy prospects and see one standing alone—a fashionable, middle-aged woman. How can you talk to her without sounding like a fool?
By Rosemary Smyth |January 17, 2014
3 min read
Client retention is one of the least-understood aspects of being a successful advisor.
By Staff |January 14, 2014
2 min read
If your client needs some quick cash and has a boat lying around, she might be in luck. Here's how it works.
January 13, 2014
Estate Planning
Josef is a 90-year-old widower with three children, six grandchildren and two great-grandchildren
By Lisa MacColl |January 2, 2014
5 min read
A Canadian Business special report identifies Canada’s 100 most wealthy. Who topped the list?
By Staff |November 22, 2013
This brings TIGER 21's total number of North American locations to 15, including Canadian groups in Toronto, Montreal, Calgary and Vancouver.
By Staff |November 19, 2013
how to locate and charm wealthy prospects.
October 31, 2013
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