Practice

Do your clients have emergency funds?

Nearly half of homeowners would be ill-prepared for a personal financial dilemma.

By Staff, with files from The Canadian Press |November 24, 2016

3 min read

Only 12% of millennials confident enough to make mortgage decisions

If your millennial client is buying her first home, she may have mortgage concerns that need to be addressed. That’s because only 12% of Ontario millennials likely to get a mortgage say they feel very confident they know everything they need to know to make the best decisions, reveals a survey by the Financial Services […]

By Staff |November 24, 2016

1 min read

Buyer’s remorse and identity theft make for less-than-happy holidays

Will your client’s cash-flow plan hold up during the holiday buying frenzy? An impressive two-thirds of Canadians (66%) say they prepare a budget for holiday shopping, reveals a survey by Equifax Canada. But planning that budget and sticking to it may be two different things — especially if clients are filling orders for Santa. Households […]

By Staff |November 24, 2016

2 min read

CRM2 primer: Talk performance like a pro

Having the performance talk at your next client meeting? Ace it.

By Staff |November 24, 2016

1 min read