Client engagement

3 strategies to help confused clients Fallback Image Decorative pattern

Planning and Advice

3 strategies to help confused clients

You’re talking to a client but his eyes glaze over – a common sign he may be confused. Jay Nash, vice president and portfolio manager, Roberts Nash Advisory Group, National Bank Financial, offers these solutions when dealing with three types of confused clients.

By Dean DiSpalatro |December 2, 2013

2 min read

When clients complain about good news Fallback Image Decorative pattern

Planning and Advice

When clients complain about good news

This year’s turning out well for equity investors—the S&P 500’s up more than 25%. But that doesn’t mean you’re immune from complaints. Here are three situations you may encounter—and how to handle them.

By Bryce Sanders |December 2, 2013

3 min read

5 steps to financially literate clients Fallback Image Decorative pattern

Planning and Advice

5 steps to financially literate clients

Informed investors are easier to work with.

By Simon Parmar |November 28, 2013

3 min read

No perfect scores on this financial quiz Fallback Image Decorative pattern

Economic Indicators

No perfect scores on this financial quiz

Canadians have some studying to do when it comes to financial literacy, show the results of the Bridgehouse investor knowledge index.

By Staff |November 27, 2013

2 min read