January 28, 2022
Is detecting clients’ cognitive decline tougher in a virtual world?
Leo Almazora, Wealth Professional Canada January 28, 2022 – Through their intimate relationships and in-depth …
Monthly Archives: January 2022
January 26, 2022
Reverse mortgages deserve careful consideration, says Advocis
Leo Almazora, Wealth Professional Canada January 26, 2022 – For house-rich Canadians facing liquidity challenges …
January 21, 2022
Our Industry Needs More Women
(From the January 2022 Edition of eFORUM) By Alex Kandelas Women make up only …
January 18, 2022
Upfront With: Wallace Howick, author of Love and Money: Conversations to Have Before You Get Married(CPA Canada)
(From the January 2022 Edition of eFORUM) By eFORUM Staff eFORUM: Why do couples …
January 18, 2022
The “Ins and Outs” of Probate Planning
(From the January 2022 Edition of eFORUM) By Kevin Wark The ongoing pandemic has …
January 18, 2022
How Meeting Notes Enhance the Client Experience
(From the January 2022 Edition of eFORUM) By Kelly Maxwell With client-focused reforms (CFRs) …
January 18, 2022
New Year Tax Planning
(From the January 2022 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg Welcome …
January 7, 2022
Edition 44 – Jennifer Moir
Know Your (Senior) Client In this edition of Coffee Talks, Jennifer Moir, EPC, CRTS, CHS of Age Well Solutions introduces advisors to the unique nuances of the senior client, including how to create personalized and meaningful profiles through essential conversations, thoughts on the most vital resources from within your network to draw upon, and the most important ways in which you can add value.
January 5, 2022
Edition 43 – Mark Halpern
Life Insurance Strategies with a Philanthropic Advantage In this edition of Coffee Talks, Mark Halpern, CFP, TEP, MFA-P introduces the concept of the Accidental Philanthropist™, and explains how life insurance donations can create a path for legacies to become as beneficial as possible to the charities, causes and family members they were created to serve.