Practice

How small talk can reveal planning opportunities

In the first 10 minutes of a meeting,your client says: I’m in shock. My son is visiting us this week, and guess what? He’s getting married next year! At that moment Later in the meeting 13,383,455 Canadians over the age of 16 who are married. Another 3,510,265 are living common law. Source: 2016 Census Before […]

By Gil Martinez |October 13, 2017

2 min read

How being an advisor affects personal financial goals

It can make goal-setting easier

By Michelle Schriver |October 13, 2017

2 min read

Why cost of mutual funds is dropping in Canada, U.S.

A study of mutual fund ownership and fees across North America

By Staff |October 4, 2017

3 min read

Tips for serving vision-impaired clients

From the need for reading glasses to cataract and more serious vision concerns, declining vision is an almost inevitable part of the aging process. Susan Goldberg discusses how advisors can make things easier for clients struggling with changes in eyesight. The number of Canadians with age-related vision loss is expected to increase by nearly 30% […]

By Susan Goldberg |September 27, 2017

5 min read