Advisor to Client

Planner: 5 common client questions about commissions

Most clients have heard the term commission, but they may not know what it really means for advisors.

February 2, 2015

2 min read

Planner: 5 common client questions about fee-only compensation

Most clients come to the table knowing little about how you’re compensated.

February 2, 2015

2 min read

Tax and pension tips for immigrants

There’s a lot to like about a Canadian dual citizenship.

By Suzanne Sharma |January 30, 2015

3 min read

Should you consider the cloud?

If you’re running a business but haven’t yet moved beyond emails for project management and your administrative software is still tied to your in-office computers, it’s time to consider the cloud.

January 30, 2015

3 min read