In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how visualization techniques used by Olympic athletes can help meetings with clients and prospects…
Candice Bergen says the emphasis that her former firm puts on the importance of client/advisor relationships has helped her develop strong connections with constituents
While the Tories take a steady approach, the Liberals are proposing to cut taxes for the middle class and the NDP are proposing to raise…
Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Wealth Advisory Services, explains that for most incorporated business owners in 2015, investing in a TFSA…
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses compensation structures and management strategies that are proven to create incentives for peak performance.
Cyrille Giraud’s focus on compliance and ethics in his role as an internal auditor with Peak Financial Group tie in with his desire to see…
Several tax strategies result in greater savings when executed near the beginning or the end of a calendar year. These tips can help you to…
The AMF's Julien Reid is driven by a commitment to the protection of policyholders and customers
The shift to digital filing means your clients will be searching for software applications that meet their particular needs. There are plenty of packages out…
Mistakes on income tax returns are common, as are objections to CRA assessments. You can help your clients prevent and fix errors and omissions in…
Many taxpayers miss the full range of medical expenses they can claim, expenses that can reduce their tax bill significantly. But the CRA often challenges…
Estate executors now will be required to file a new form estimating the value of an estate - with supporting documention. Failure to file or…
Have You Thought About What Season Your Practice is in?
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Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.
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Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
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New funds hold several big names found in broad U.S. stock indexes
The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.
The NEI Global Corporate Leaders Fund is investing in companies that promote people’s health and well-being.
The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.
