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 […]
July 9, 2020

Advocacy Matters. Here’s Why.

Advocis is pleased to report that the province of Saskatchewan’s Bill 203 – The Financial Planners and Financial Advisors Act – has passed and received Royal Assent! For […]
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