Planning and Advice

Client confidential: Lesley Isaacs Fallback Image Decorative pattern

Planning and Advice

Client confidential: Lesley Isaacs

Lesley Isaacs Occupations Operational specialist City Toronto Age early 40s I’ve been investing: since I was 19 I plan to retire: the year when I’ve saved enough; raising a family makes the process longer. But, when I’m mortgage-free, I’ll feel closer. Investable assets: less than $250,000 I’ve Been with my advisor: more than 18 years […]

October 9, 2015

2 min read

How to buy a colleague’s book Fallback Image Decorative pattern

Planning and Advice

How to buy a colleague’s book

How she got started Kristi Ames says she was destined to become an advisor. “I was thirteen when my mom started in the business, so there were always discussions about what clients go through.” So, after completing her business degree in 2005, she got her mutual fund and insurance licenses in 2006 and 2007, respectively. […]

October 9, 2015

4 min read

Income sources for homeowners Fallback Image Decorative pattern

Planning and Advice

Income sources for homeowners

One of the biggest investments your client’s made is his or her home. While most advisors know clients can claim mobility-related renovations as medical expenses for tax purposes, there are other provincial programs and incentives available.

By Lisa MacColl |October 9, 2015

3 min read

Getting U.S.-licensed creates a client stream Fallback Image Decorative pattern

Planning and Advice

Getting U.S.-licensed creates a client stream

If you could access a million new clients, would you?

By Melissa Shin |October 9, 2015

8 min read