Planning and Advice

Protect clients from abusive debt settlement practices

Ontario clients trying to pay down debt are now protected from being charged exorbitant fees for debt-settlement help.

By Ted Michalos |December 2, 2015

3 min read

How to effectively generate referrals

In some ways, referrals are the best way to build a business because prospects already have a good feeling about you. Here are two strategies to boost referrals.

By Craig White and Grant White |December 1, 2015

3 min read

These millionaires are Canada’s richest no more

For every new billionaire, there’s an unlucky rich person who’s fallen on hard times, relatively speaking.

By Staff |November 27, 2015

1 min read

Most Canadians don’t have a budget

Many Canadians can improve their financial well being by the simple act of following a budget.

By Staff |November 25, 2015

1 min read