Planning and Advice

Practice Lab: Branding your business without breaking the bank

Do you have a sound contact and relationship management strategy in place? Can your clients count on you? Are you referable? Are you getting enough of the right type of client? You can have a great brand but without a solid foundation, you are telling your clients that you can’t deliver on what you promise. […]

By Fortunato Restagno and Juli Leith |April 25, 2008

3 min read

To Clients: Recession survival for small business

(April 2008) For better or worse, recent surveys show that small business owners are generally pretty bullish about the state of the Canadian economy. The optimism is heartening, but the downside suggests that many are not adequately prepared to withstand financial difficulties in the event of an economic downturn. To get their attention, and to […]

By Staff |April 21, 2008

3 min read

Recession-proofing important for SME owners

(April 2008) Economic optimism among Canada’s small business owners has led to a widespread lack of contingency planning, a new Harris/Decima report commissioned by BMO Bank of Montreal concludes. The survey found more than three-quarters (77%) of 777 Canadian small business owners with $5 million in revenues or less describe the Canadian economy as good, […]

By Mark Noble |April 17, 2008

5 min read

Rules, referrals and registration reform

(April 2008) Many financial advisors have chosen, consciously or not, to avoid or abandon sales and other activities that require them to be registered under securities laws. At the same time, though, many have not been monitoring proposed changes to securities legislation that will have a broad impact on marketing, sales activities and revenues for […]

By Richard E. Austin |April 14, 2008

3 min read