Client engagement

Ottawa may soon help transgendered clients

Your transgender clients may soon have an easier time changing their social insurance number information to reflect their gender identities.

By Staff, with files from The Canadian Press |May 18, 2016

3 min read

Industry

Struggling with debt? Hold off on buying pets

Over their lifetimes, medium dogs can cost $6,565 and cats can cost $7,640.

By Staff |May 13, 2016

1 min read

Planning and Advice

Millennials talk ORPP with retirees

Consider using these new ads from the Government of Ontario to get families, and especially millennials, thinking about saving for retirement.

By Russ Martin, Marketing Magazine |May 11, 2016

2 min read

Planning and Advice

What are the biggest misconceptions clients have about your job?

Q:What are the biggest misconceptions clients have about your job? Joseph Bakish vice-president, investment advisor at Richardson GMP in Montreal Clients often think we have control over the markets, and they also misunderstand fees. When I discuss market movements or costs with clients, I always bring it back to the value clients receive. For instance, […]

May 6, 2016

2 min read