Planning and Advice

How prospects are finding you

Clients often follow helpful tips when looking for a good advisory firm. Make sure you don't end up on their red lists by preparing for questions about your business, and making your credentials clear.

By Paul McLaughlin |August 10, 2012

4 min read

PRPP regulatory proposals published

The Harper Government has pre-published regulatory proposals to address provisions of the Pooled Registered Pension Plans Act (Bill C-25), says Ted Menzies, Minister of State (Finance). “These proposed regulations take us one step closer to a new large-scale and low-cost defined contribution pension option for millions of Canadians currently without access to a workplace pension […]

By Staff |August 10, 2012

1 min read

How to create your brand

How would you describe yourself? Whatever your personal traits are, they’re the main reason clients deal with you.

By Fortunato Restagno |August 9, 2012

2 min read

Pick the right business partner

How to know if you're making the right choice

By John Warrillow |August 7, 2012

1 min read