July 7, 2021

How to Develop Leads Online

(From the July 2021 Edition of eFORUM) By Kelly Maxwell There have never been more opportunities to connect with prospects online than there are right now. […]
July 7, 2021

The Evolution of HWTs to ELHTs

(From the July 2021 Edition of eFORUM) By Kevin Wark Health and Welfare Trusts (HWTs) have been an important vehicle for businesses, large and small, in […]
October 5, 2021

What the Federal Election Outcome Means for Tax Policies

(From the October 2021 Edition of eFORUM) By Jamie Golombek   Last month’s election saw the Liberals maintain their minority in the House of Commons, paving […]
October 6, 2021

Life Interest Trusts and Life Insurance – Potential Double Tax Whammy

(From the October 2021 Edition of eFORUM) By Kevin Wark   The Income Tax Act allows individuals to establish certain types of trusts (referred to as […]
October 6, 2021

The Power of Podcasts

(From the October 2021 Edition of eFORUM) By Erin Bury   Podcasts have become a mainstream medium with millions of listeners. According to a 2020 report […]
October 6, 2021

How a Reluctance to Retire Affects You — and Your Clients

(From the October 2021 Edition of eFORUM) By Christine Timms   The ideal retirement age is not the same for everyone. Each advisor and their circumstances […]
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