Practice

Ensure you’re recognized instantly Fallback Image Decorative pattern

Planning and Advice

Ensure you’re recognized instantly

To ensure clients can easily identify you, make sure you create a logo that acts as your business’s signature.

By Stuart Foxman |October 2, 2012

3 min read

Install a low-cost, high-feature phone system Fallback Image Decorative pattern

Planning and Advice

Install a low-cost, high-feature phone system

Conventional phone lines cost $35-to-$70 a month.If your staff work from home, or work part time, this is an unnecessary expense, especially considering most office communication is now handled via e-mail. When I moved offices recently, I replaced my 15-year-old phones with an online VOIP-based (voiceover IP) system. Hardware installation was free (it would have […]

October 2, 2012

2 min read

Get on board with my priorities Fallback Image Decorative pattern

Planning and Advice

Get on board with my priorities

Peter Mortifee, a former physician who runs the Somerset Foundation in Vancouver, is on a quest to align his investment choices with his, and his family’s, personal values—environmental sustainability, social justice and strong corporate governance.

By Philip Porado |October 2, 2012

2 min read

I may outgrow you Fallback Image Decorative pattern

Planning and Advice

I may outgrow you

If a client leaves, it’s likely nothing personal, notes Mortifee. Needs evolve and a person’s relationship with money is never static.

By Philip Porado |October 2, 2012

2 min read