Client engagement

Help a client who’s being sued

You’re scanning the local paper and see your client, a home inspector, is being sued. Your client’s likely embarrassed and may not want to discuss the matter. How do you bring it up delicately?

June 6, 2013

3 min read

Industry

Canadians squeezed by rising debt, dependants

The average bankrupt Canadian is older and has growing debt.

By Staff |June 5, 2013

2 min read

Planning and Advice

Value is priceless

The 2008 slide washed a lot of second- and third-tier advisors out of the profession. So if you’re reading this, you’re doing something right.

By Philip Porado |June 4, 2013

2 min read

Planning and Advice

The right fit

Tara Newbigging insists she’s more than just a fitness instructor. “I change people’s lives,” she says.

By Melissa Shin |June 4, 2013

6 min read

Learning from failure

Jerome Downey knows what it’s like to fail. At 24, when most people are trying to land full-time jobs, he launched Downey Mortgage & Financial, a Nova Scotia-based brokerage offering discount financing.

5 min read

Getting in tune

Mike Miltimore, 37, was literally made for the music business. “My dad needed a helper for his store, Lee’s Music, and nine months later, there I was—though not quite ready to do complicated guitar repairs,” he jokes. He now co-owns Lee’s Music, which caters to players of all levels, offers lessons and houses a full-service maintenance and repair shop.

6 min read

I do intend to retire

Nigel Chamberlain (name changed) spent 35 years serving patients in his Calgary psychiatric practice and acting as an expert witness during court proceedings. But he’d neglected the investment side of his finances.