Client

Advocating for your clients Fallback Image Decorative pattern

Industry

Advocating for your clients

Advisor Group content editor, Jessica Bruno, is tracking efforts toward fairer markets, digging into avenues for client advocacy and the monitoring the push for the increasing professionalization of the advice industry.

By Staff |July 8, 2015

1 min read

11 ways to give your practice a summer makeover Fallback Image Decorative pattern

Planning and Advice

11 ways to give your practice a summer makeover

Use quieter days at the practice to refresh your firm, reconnect with clients, and plan ahead.

By Staff |June 26, 2015

1 min read

How one advisor helps doctors and pharmacists Fallback Image Decorative pattern

Planning and Advice

How one advisor helps doctors and pharmacists

David Boyd is vice-president, portfolio manager at BMO Nesbitt Burns in Windsor, Ont.

By Suzanne Yar Khan |May 8, 2015

5 min read

Client Confidential: Brenna and Damian MacInnis Fallback Image Decorative pattern

Planning and Advice

Client Confidential: Brenna and Damian MacInnis

Brenna and Damian MacInnis are a registered dietician and department manager, and a executive director from Port Hood, N.S.

May 8, 2015

2 min read