Practice

Industry

Offer consulting services to companies

The majority of Canadian employees want financial education in the workplace.

By Staff |May 9, 2013

1 min read

Industry

Fill out PDFs on iPads

If you're using PDFs on your iPad, there's one app that's best for that.

By David Dagley |May 8, 2013

2 min read

Planning and Advice

Get help to find the best staff

It’s time to fill a position. Contracting out the placement can be one of your smartest hires.

By Stuart Foxman |May 8, 2013

3 min read

Industry

Help young clients with long-term planning

Help clients meet their long-term goals.

May 8, 2013

1 min read

Estate Planning

Sequence of retirement meetings

Ian Adams of ScotiaMcLeod suggests the following timeline.

By Christopher Mason |May 8, 2013

2 min read

Industry

NRC bridges technology gap for Canadian businesses

The National Research Council of Canada (NRC) has transformed into an industry-focused research and technology organization.

By Staff |May 7, 2013

1 min read

Industry

Why you didn’t land that client

During the meeting, everything goes according to plan. But the prospect doesn’t sign. Why?

By Melissa Shin |May 7, 2013

2 min read

Planning and Advice

Should you pay for a better LinkedIn profile?

Blogs. Twitter. LinkedIn. Facebook. There are more channels than ever to connect with clients and prospects. The challenge is navigating and using those channels to your best advantage. Will hiring a social media consultant help?

By Stuart Foxman |May 7, 2013

3 min read

Planning and Advice

Mine your CRM data

Analyzing client information could lead to higher production.

By John Lorinc |May 7, 2013

5 min read

Planning and Advice

My Best Event: A maestro at fundraising

At Macquarie Private Wealth in Calgary, Dave Lougheed makes sure all elements of his investment plans work in harmony. Lougheed, an advisor and associate portfolio manager, also knows about another type of harmony—he supports the Calgary Philharmonic Orchestra (CPO).

By Stuart Foxman |May 7, 2013

2 min read

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