Before they tie the knot, advise female clients to become knowledgable and involved in financial affairs
And how you can help steer them in the right direction
Procrastination and the misuse of RRSPs
Your advice can make clients’ dreams come true sooner
Here are some tips for assisting clients in avoiding the financial mistakes people commonly make when divorcing
Taking advantage of the key benefits of an RESP and sticking with the plan are fundamentally important
Four ways to structure financial advisor teams
Research shows team practices are larger and more profitable than solo offices. But they’re not for everyone
Focus on cash flow and review insurance coverage; and avoid scolding them for not saving enough
Money can be a source of marital discord, but you can help by urging the bride and groom to be upfront about their assets and debts