Planning and Advice

Moodys Tax Advisors expands under new leadership

Moodys Tax Advisors is under new leadership. Kim Moody, Dale Franko (managing partner), Roy Berg and Greg Gartner form Moodys’ new partnership, and are in the process of complementing their Calgary office with presences in Edmonton and Buffalo, New York. “Our clients require results, whether their tax needs are in Canada, the US or both. […]

By Staff |December 6, 2012

1 min read

How to create a professional LinkedIn profile

LinkedIn should be the primary focus of advisors when it comes to social media.

By Melonie Dodaro |December 6, 2012

3 min read

Landing A-list clients

Kendra Sivertson of Sora Group Wealth Advisors, Inc. began building a base of movie-related clients through friends in the industry. They now constitute about 40% of her book.

By Bryan Borzykowski |December 6, 2012

2 min read

IIROC to focus on KYC, risk management

IIROC will focus on building a culture of compliance in the industry in 2013.

By Staff |December 4, 2012

2 min read