Planning and Advice

Budget 2011: A client letter

Show clients you’re proactive by sending them this customizable letter about the Federal Budget. Dear [Client/Prospect name], As you know, Finance Minister Jim Flaherty delivered his federal budget on March 22 in Ottawa. This budget has several items that could affect your financial plan or present additional opportunities. In case you haven’t had a chance […]

By Philip Porado |March 22, 2011

2 min read

When compliance comes calling

“Hi, I’m Andrew Symonds from Head Office; I’m calling to schedule your audit. What’s good for you the week after next?” A call like this from compliance, about an impending branch review examination, is a surefire trigger for the fright and flight response. But a branch review needn’t be a cat and mouse game. Nor […]

By Vikram Barhat |March 16, 2011

5 min read

What debt issue?

"There’s nobody here but us chickens with no debt issues" or at least that’s what Helmut Pastrick, chief economist of Central 1 Credit Union - the umbrella group for credit unions in British Columbia and Ontario - would have you believe.

|March 16, 2011

4 min read

Easy ways to enhance your business

I really did plan to eat healthier this year but after hanging out at my friend’s party a few weeks ago, I realized it’s tough to change your ways when hot wings, beer, chips and pizza keep calling your name — followed by the eventual moan from heartburn.

By Keith Pangretitsch |March 15, 2011

6 min read