Practice

What’s the most useful designation you’ve gotten?

Nick Bakish director of wealth management, Richardson GMP, Montreal Designations: CFA, CLU, TEP, Fin. Pl., FCSI The gold standard is the CFA. It’s internationally recognized and requires the most study. The designation gives me a framework to evaluate pricing for various securities, so I can employ an appropriate investment strategy. For example, understanding pricing models, […]

February 5, 2016

2 min read

How to deal with reputational risk

Jill and her family have run a popular Toronto gym for the past two years. Last winter, 44-year-old gym member Martin slipped on a wet floor during a workout session, and he had to have an operation on his hipbone as a result. Martin, now using a cane, sued the gym and unleashed his fury […]

By Staff |February 5, 2016

5 min read

Save money for car owners

Most of your clients likely own more than one vehicle; and those costs can add up. Here are some ways car owners can save. APA new-car buying service A membership to the Automobile Protection Association (APA) gives consumers access to price quotes for up to five cars per year. How much is available: The report […]

By Lisa MacColl |February 5, 2016

3 min read

Creative ways to motivate clients

How gamifying your approach can result in a win for all

By Susan Goldberg |February 5, 2016

6 min read