Planning and Advice

Creating your online presence

Before you spend hours enhancing your LinkedIn profile, keep in mind that Social Media is one piece of the puzzle.

By Kelly Maxwell |April 2, 2013

4 min read

Six apps for your business

Pre-installed applications on mobile devices have evolved from novelty items to indispensable technology.

By Kevin Cork |April 2, 2013

3 min read

Client gifts they’ll savour

At special times of the year, advisors want to thank clients for their business.

By Lisa MacColl |April 2, 2013

2 min read

My Best Event: Family movie day

Financial professionals strive to give clients the big picture. Frank and Derrick Ortencio of Toronto took that literally, treating clients and their guests to a 3D release on the big screen at their annual Family Movie Day.

By Stuart Foxman |April 2, 2013

2 min read