Planning and Advice

I do intend to retire

Nigel Chamberlain (name changed) spent 35 years serving patients in his Calgary psychiatric practice and acting as an expert witness during court proceedings. But he’d neglected the investment side of his finances.

By Philip Porado |June 3, 2013

3 min read

Help clients sell their companies

We specialize in the sale of privately owned companies and get a lot of interesting questions.

By Mark Groulx |June 3, 2013

3 min read

3 ways to tell clients they’re too small

You’ve got a young client who doesn’t meet your asset minimum. Here’s how to gently tell him he’s too small, while keeping the door open so he comes back when he’s built his wealth.

June 3, 2013

1 min read

10 things to never say in front of clients

We've looked at 10 expressions you should never use with clients. Here are 10 more.

By Bryce Sanders |June 3, 2013

3 min read