Referrals

Your Business

When clients speak English as a second language, ensuring understanding is key

Advisors can benefit from a diaspora’s strong referral business, if they mind the potential compliance pitfalls

By Jonathan Got |September 29, 2025

4 min read

Planning and Advice

Centres of influence can be key to future referrals

A process for building COI relationships and growing your business

By Vanessa Oligino |February 20, 2025

3 min read

Advisor's Edge

RESPs are a perfect opportunity to build relationships

Students need financial planning, too

By Curtis Davis |October 4, 2021

4 min read

Advisor's Edge

Build your book with your clients’ children

Invest in the next generation so they’ll invest with you

By Michelle Schriver |November 29, 2019

9 min read

Do you use referral arrangements with outside experts?

Do you use referral arrangements with outside experts like lawyers or accountants? Dave Lee senior wealth advisor, Scotia Wealth Management, White Rock, B.C. Yes, I use referrals, but they aren’t formal arrangements, so no disclosure is required. The best referrals are freely given and arise from demonstrating above-and-beyond service. For example, at tax time I […]

May 12, 2017

3 min read

Referrals

When clients speak English as a second language, ensuring understanding is key

Centres of influence can be key to future referrals

RESPs are a perfect opportunity to build relationships

Build your book with your clients’ children

Rethinking referral arrangements

When a client’s needs are beyond your skill set

BCSC panel issues split decision on sanctions

MFDA bans, fines former rep $75K for referral arrangement

How to avoid bad third-party referrals

Do you use referral arrangements with outside experts?