July 9, 2020

Putting Diversity and Inclusivity into Financial Action

(From the July 2020 Edition of eFORUM) By Erin Bury 2020 has been a year of introspection and change for every business owner, whether planned or […]
July 9, 2020

Our New Normal: Returning to Office Procedures

(From the July 2020 Edition of eFORUM) By Kim Poulin To date, self-isolation and reducing contact with other people has been required to reduce the spread […]
July 9, 2020

Determining Your Best Newsletter for Clients

(From the July 2020 Edition of eFORUM) By Bryce Sanders Client newsletters are a popular way of communicating with clients and staying top of mind. We […]
July 9, 2020

Donations of Life Insurance: An Update

(From the July 2020 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg Some charities are experiencing an increased need for funding due to the COVID-19 […]
July 9, 2020

Post-Pandemic Planning Opportunities

(From the July 2020 Edition of eFORUM) By Kevin Wark Most advisors have been occupied since early March dealing with client concerns relating to the precipitous […]
October 16, 2020

Insurance Advice for Snowbird Clients

(From the October 2020 Edition of eFORUM) By Michael Camacho and Stephen Fine For many Canadians, and in particular snowbirds, Boomers, and seniors, the COVID-19 pandemic […]
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