Client engagement

IIAC announces Jubilee Medal winners Fallback Image Decorative pattern

Industry

IIAC announces Jubilee Medal winners

The Investment Industry Association of Canada has announced the winners of their Queen Elizabeth II Diamond Jubilee Medal. There are 38 recipients, all of whom have made an significant impact on Canada’s investment industry. IIAC says their practices and achievements have benefited clients and issuers alike. In addition, nine Order of Canada recipients and one […]

By Staff |August 23, 2012

3 min read

CFL players becoming advisors Fallback Image Decorative pattern

Industry

CFL players becoming advisors

Sun Life Financial recently expanded its services; the company teamed up with the Canadian Football League to offer financial planning aid to all players across the league’s eight teams. The main goal of the partnership is to provide athletes with financial support and help them prepare for their post-football years. Read: Living dangerously? Then insure […]

By Wire services |August 22, 2012

1 min read

Charm wealthy prospects Fallback Image Decorative pattern

Industry

Charm wealthy prospects

You’ve heard about a successful person who could be a great prospect. You attend a party and see her across the room. This is your big opportunity. Now what?

By Bryce Sanders |August 20, 2012

3 min read

Three steps to the perfect seminar Fallback Image Decorative pattern

Planning and Advice

Three steps to the perfect seminar

The key to a good seminar is your sales tactic, says Grant Shorten, director of strategic insights with Renaissance Investments.

By Martha Porado |August 15, 2012

2 min read