Industry News

14 ways to reel in clients

There are many ways to add clients, and some work better than others. But they all have flaws. Here are 14 of the most popular strategies, and how you can make them work.

By Bryce Sanders |August 12, 2013

3 min read

Testamentary trusts still useful

For many Canadian families a straightforward transfer of assets will meet their primary estate planning needs. But increasing complexity around issues of asset control, protection and tax-efficiency can make the use of trusts a better option.

August 12, 2013

3 min read

Investors moving past recession fears

Investors are moving into the market.

By Staff |August 12, 2013

1 min read

National Bank awards women in finance scholarship

National Bank has named the 2013 winners of its scholarship for women in financial markets.

By Staff |August 9, 2013

1 min read