Client engagement

Don’t let clients avoid estate planning

More than half of Canadians don’t have a will, and 61% say they never spoke to their parents about estate planning, says the Ontario Bar Association.

By Staff |November 13, 2015

1 min read

Planning and Advice

Help business owners focus on employee wellness

Many organizations recognize the importance of employee benefits and pension programs. And this is especially important today, when executives are managing multigenerational workforces.

By Sarah Brown |November 6, 2015

3 min read

Planning and Advice

3 new ways to appreciate clients

Advisors tell us what’s worked and what hasn’t

By Lyndsie Corkum |November 6, 2015

5 min read

Planning and Advice

Take golf-loving clients to the Canadian Open

Every year Golf Canada and the PGA Tour—the U.S.-based pro-golf circuit—put on the RBC Canadian Open. The tournament, first contested in 1904, draws many of the world’s top-ranked players, with past champions including such household names as Tiger Woods. The event’s a big attraction for golf lovers with VIPs to entertain. This past July, it […]

By Dean DiSpalatro |November 6, 2015

5 min read

Do Canadians value financial advice?

How Canadians are squandering retirement savings

Are sales quotas effective?

Primer on professional corporations, Part 1

Don’t let clients avoid estate planning

Help business owners focus on employee wellness

3 new ways to appreciate clients

Take golf-loving clients to the Canadian Open

Insights for working with the wealthy

Help clients avoid house-hunting regrets