Stephen Cox, a financial planner in Halifax, focuses on a process to find out what his clients need. Then, he helps them realize their goals. In many cases, that involves doing the small things that can mean a great deal to his clients
Lynette Gao has established a thriving practice serving newcomers who need help understanding Canada's system
The recently elected president of the Institute of Advanced Financial Planners is committed to promoting the RFP designation and a strong believer in value investing
With an open door for anyone who wants to do business with him, Mike Himmelman doesn't focus on niche markets, demographic groups or income levels. His only requirement is that his clients remain interested and engaged
When National Bank Financial completed its acquisition of Wellington West Capital last year, advisor Ian Houston's clients wanted to know how they would be affected. Houston reassured them: "It's just the logo on your statement that's changing"
Ed Rempel started blogging as a way to increase financial literacy. That's still his main purpose, but his large online following also has expanded his financial planning practice and reduced time spent on conventional marketing strategies
Terry Robertson and Debra Terry of Strongbridge Financial Group Ltd. say the following tips will help you grow your financial advisory business
Financial advisors Terry Robertson and Debra Terry, founders of Strongbridge Financial Group Ltd. in Kelowna, B.C., count on their experiences both as small-business owners and as women to help their clients
Two DundeeWealth advisors in Ancaster, Ont., have teamed up to provide both planning and investment advice to middle-aged, middle-income working families
The advisory team of Butler Philbrick and Associates was looking for the right match; Macquarie had the qualities that mattered