Planning and Advice

Is Canada headed for a U.S.-style meltdown?

As a result of low yields, benign inflation, and an overvalued Canadian dollar, current conditions involving a slow growth world are conducive to more defensive risk-reward opportunities.

By Justin G. Charbonneau |September 6, 2012

3 min read

How to explain your services

“What do you do?” It’s a simple question, but often difficult to answer. Too much information and you turn people off. Too little and the opportunity to gain a client disappears.

By Bryce Sanders |September 5, 2012

3 min read

Protect your rep

I wouldn’t want to be a Barclays advisor. Even before the LIBOR scandal, the embattled bank was accused of money laundering, tax avoidance and conflicts of interest.

By Melissa Shin |September 5, 2012

2 min read

Advisor confidential | Jerrod Schafer

One thing I’d never say I can’t help you. I always offer a solution, even if it’s a referral.

By Kanupriya Vashisht |September 5, 2012

2 min read