Advisor education

Economic Indicators

How to handle pot-smoking employees

Marijuana laws in Canada will soon be getting an overhaul, report Profit and the CBC.

By Staff |March 5, 2014

1 min read

Estate Planning

5 reasons to use an advisor when selling a business

Even though the entrepreneurs may realize they’re neither properly equipped nor sufficiently knowledgeable to do deals properly, they don’t want to pay for advice and don’t realize what’s involved with such a transaction.

By Mark Groulx |February 11, 2014

4 min read

Planning and Advice

Why you should care about how bankers are treated

In recent months, major firms and banks from Wall Street to Bay Street to the City have been telling staff to take weekends off and cut back on overtime.

By Staff |February 6, 2014

1 min read

Planning and Advice

Canada gets new wealth management designation

The Canadian Securities Institute and the Association of International Wealth Management, are bringing the Certified International Wealth Manager (CIWM) designation to Canada.

By Staff |February 5, 2014

1 min read