Planning and Advice

Socrates would have made a great financial advisor Socrates would have made a great financial advisor

Planning and Advice

Socrates would have made a great financial advisor

Make your discovery process more effective with open-ended questioning

By Jeff Thorsteinson |March 26, 2025

4 min read

Anxious clients struggle with changes ‘hour to hour’ Anxious clients struggle with changes ‘hour to hour’

Planning and Advice

Anxious clients struggle with changes ‘hour to hour’

This Niagara-on-the-Lake advisor is having to talk clients out of reducing too much risk

By Kevin Press |March 14, 2025

2 min read

Unconscious biases come at a cost to women advisors and clients Unconscious biases come at a cost to women advisors and clients

Planning and Advice

Unconscious biases come at a cost to women advisors and clients

Gender dynamics can hurt client-advisor relationships

By Stephanie Holmes-Winton |March 6, 2025

5 min read

What you need to know about RESP decumulation What you need to know about RESP decumulation

Planning and Advice

What you need to know about RESP decumulation

If a student doesn’t deplete an RESP, some of the remaining growth value of the investments can be subject to a 20% penalty

By Jonathan Got |March 4, 2025

4 min read

We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.

Read More