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Media Articles
InvestmentExecutive.com - Articles
CIFPs: Annual conference to focus on “merrier times ahead”
Sunday, June 7, 2009
Planners urged to make the most of opportunities offered by the economic downturn
Monday, June 8, 2009
Brace for regulatory reform, planners advised
Monday, June 8, 2009
Economy remains far from a full recovery, experts say
Monday, June 8, 2009
Getting a handle on client emotions
Monday, June 8, 2009
Hockin optimistic about single securities regulator
Tuesday, June 9, 2009
Slow transition to a fee-based practice could hamper long-term revenue growth, planners told
Wednesday, June 10, 2009
TFSA can serve many uses in financial planning: Golombek
Wednesday, June 10, 2009
Educating advisors and clients “the ultimate solution”
Wednesday, June 10, 2009
InvestmentExecutive.com - Videos
A teaser from the CIFPs conference in Halifax
Sunday, June 7, 2009
TD’s Rai discusses outlook for bonds, economy
Monday, June 8, 2009
Tips from advisors on strategy for client meetings
Monday, June 8, 2009
CIBC's Tal: higher inflation and commodity prices
Tuesday, June 9, 2009
Life policy sale to corporation can be tax efficient
Tuesday, June 9, 2009
National securities legislation could be 18 months away
Tuesday, June 9, 2009
CEO describes firm's relationship with accountants
Wednesday, June 10, 2009
Part 1: How to charge fees, what clients should know
Wednesday, June 10, 2009
Part 2: Disclosing costs and value of fees to clients
Wednesday, June 10, 2009
Part 3: Overcoming three obstacles to fee-based business
Thursday, June 11, 2009
Part 4: Advisor cracks open his fee-based book
Wednesday, June 10, 2009
CIBC's Golombek: Top five TFSA opportunities
Thursday, June 11, 2009
Advisor.ca - Articles
Time to build your business
Monday, June 8, 2009
Engaging disillusioned clients
Tuesday, June 9, 2009
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