Practice

Fintech investment reached record high in Canada

And Canadian data discovery firm teams up with FusionIQ

By Jonathan Got |August 21, 2024

2 min read

Tips for winning over gen-Z clients

Younger generation is keen to invest but wants compensation transparency, value for fees

By Kelsey Rolfe |August 20, 2024

4 min read

Help clients navigate emotions and make good financial decisions

Successful financial planning addresses all the feels

By Todd Humber |August 19, 2024

4 min read

Putting your best foot forward on social media

Perfect the art of introducing yourself and your services online with these tips

By Allan Janssen |August 9, 2024

4 min read