Client engagement

Industry

How to handle loose-lipped clients

4 ways to keep the relationship professional.

By Sarah Cunningham-Scharf |April 5, 2016

7 min read

Industry

Client letter: What the 2016 budget means for you

Here’s text for a client letter covering some key points from this year’s federal budget.

By Staff |March 22, 2016

2 min read

Planning and Advice

Is your client a terrorist?

FINTRAC wants you to watch for these 17 signs

By Peter Zimmerman |March 18, 2016

2 min read

Planning and Advice

Help clients stay safe from fraud

The MFDA has assembled a toolkit for helping clients avoid investment fraud.

By Staff |March 16, 2016

1 min read

Planning and Advice

How outsourcing investment management will improve your practice

How much of your day is spent on administrative tasks, portfolio management, market analysis, trading, and compliance?

By Christopher Ambridge |March 9, 2016

3 min read

Planning and Advice

What 30-somethings expect from their advisors

Thirtysomethings share what’s on their minds

March 4, 2016

5 min read

Planning and Advice

Put your client relationships into high gear

Your clients live life in the fast-paced worlds of business and finance, so treat a lucky few to the rubber-melting speed of a Formula One race.

By Jessica Bruno |March 4, 2016

6 min read

Economic Indicators

More Canadians participating in the second-hand economy

Nearly 85% of Canadians are buying or selling second-hand goods, says online classifieds site Kijiji.

By Staff |March 2, 2016

1 min read

Planning and Advice

How will Canadians spend their RRSP tax refunds?

One third of Canadians who expect to receive a tax refund after making an RRSP contribution will save or invest the money.

By Staff |March 2, 2016

1 min read

Planning and Advice

RRSP contributions hold steady from last year

RRSP contribution levels among Canadians have remained steady from last year.

By Staff |March 2, 2016

2 min read

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