Practice

Become an objective detective

Get at the client’s real purpose by asking deeper, more incisive questions

By Stuart Foxman |June 1, 2012

3 min read

When clients want to open a franchise

The expert David Wilton, MBA, Director of Small Business, Scotiabank, Toronto Client profile Jack, a lifelong public servant, is an assistant Federal deputy minister. Sherry is a high-school teacher. Both plan to opt for early retirement this year, but at 55 and 56, they aren’t ready to stop working. They have run a small bed-and-breakfast […]

By Lisa MacColl |June 1, 2012

4 min read

Talk to clients about mortgage risks

Your clients have been approved for a mortgage. Everything looks good on paper, but you’re not sure they’re ready.

June 1, 2012

3 min read

Rules covering IPOs are changing

If your firm handles IPOs and your clients want in, watch for new rules.

June 1, 2012

3 min read