June 17, 2019

Greg Pollock: Opinion Piece about Title Protection

What’s in a title? More than you know. Is your financial advisor qualified to give you advice? You shouldn’t have to wonder. By Greg Pollock A […]
May 9, 2019

Global News Consumer Matters: Calls to Regulate Financial Advisors

Momentum is growing across the country! Nearly 90 percent of British Columbians would support their Government following Ontario’s lead by taking a concrete step to #raisethebar by protecting the title of “financial advisor.”
May 7, 2019

Majority of British Columbians Believe Financial Advisors Need Professional Regulation

TORONTO, May 7, 2019 /CNW/  Almost half of British Columbians wrongly believe that the title ‘financial advisor’ is currently regulated and requires some form of accreditation, […]
April 15, 2019

Budget 2019: New Annuities for Registered Plans

By Jamie Golombek and Debbie Pearl-Weinberg The 2019 federal budget announced a few measures directed at retirees. Included in these measures was the introduction of two […]
April 15, 2019
An image of a checklist of things to do when buying a book of business

5 Spot Checks to Conduct before Buying a Book

By Afsar Shah Due diligence, or the lack thereof, will ultimately determine the success or failure of any business acquisition. Before you agree to buy a […]
April 15, 2019
an image of dollar signs and money for an article about account minimum

What’s Your Account Minimum?

By Bryce Sanders When someone asks you “What’s your minimum?” that could be the first step toward becoming a client. But how you respond to the […]
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