Client engagement

Advantages of providing free services

Building relationships and getting access to new business are two advantages of working for free

By Staff |June 27, 2014

1 min read

Vacation spending to jump 20%

More than half (57%) of Canadians plan to travel this summer and will spend an average of $1,925, a 20% increase over last year, according to a CIBC poll.

By Staff |June 26, 2014

1 min read

3Macs signs deal to use Fidelity’s wealth platform

3Macs will use software from Fidelity Clearing Canada to manage its accounts.

By Staff |June 26, 2014

1 min read

6 staycation tips for clients

Since elaborate vacations are expensive, staycations can be a better option.

By Staff |June 23, 2014

1 min read