Client

Helping out decumulators Fallback Image Decorative pattern

Planning and Advice

Helping out decumulators

After a lifetime of earning, it’s time for clients to spend.

By Staff |February 5, 2016

1 min read

Do Canadians value financial advice? Fallback Image Decorative pattern

Industry

Do Canadians value financial advice?

The vast majority of clients across Canada highly value advisors' services.

By Staff |November 18, 2015

1 min read

3 new ways to appreciate clients Fallback Image Decorative pattern

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

Take golf-loving clients to the Canadian Open Fallback Image Decorative pattern

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