Practice

Client confidential: Victoria Summerhill Fox

Victoria Summerhill Fox Occupation Administrative assistant & web manager at Birthright International City Pickering, Ont. Age 23 I’ve been investing: 9 years I plan to retire: when I can maintain a lifestyle as a homeowner and occasional world traveller Investable assets: under $50,000 I’ve Been with my advisor: 3 years Born a saver As a […]

November 6, 2015

3 min read

Insights for working with the wealthy

Your clients are loyal. While our Investor Insights* research shows they probably have other financial advisors, it also shows that, on average, you manage three-quarters of your clients’ wealth.

By Staff |November 6, 2015

1 min read

Is it worthwhile to network with competitors?

Reaching out to the competition has advantages, such as gaining a different perspective and practice management tips. But how do you network without giving too much away?

By Jessica Bruno |November 6, 2015

3 min read

How I became an EMD

Why one IIROC advisor jumped to the exempt market

By Dean DiSpalatro |November 6, 2015

7 min read