March 6, 2024
Attracting & Nurturing Clients in the Digital Age
(From the March 2024 Edition of eFORUM) By Angelina Hung & Zainab Williams When …
Newsletter Feature Article
March 6, 2024
Moving on from the Pandemic: How covid affected the Canadian workforce and what this means for the future
(From the March 2024 Edition of eFORUM) By Adam Peros “You can’t really know …
March 6, 2024
Mastering Your Momentum in Spring 2024: What It Means for Financial Advisors
(From the March 2024 Edition of eFORUM) By Kelly Maxwell Spring is a time …
March 6, 2024
Shareholder benefits on corporately-owned life insurance – Decision in Gestion Roy upheld by Federal Court of Appeal
(From the March 2024 Edition of eFORUM) By Jamie Golombek & Debbie Pearl-Weinberg Earlier …
March 6, 2024
Why we need more women financial advisors now
(From the March 2024 Edition of eFORUM) By Robyn K. Thompson Between now and …
July 12, 2023
Nurturing Collaboration in the Summer: Creating a Thriving Work Environment
(From the July 2023 Edition of eFORUM) By Kelly Maxwell As Charles Bowden once …
July 12, 2023
Death & Incapacity – The Elephant in the Room
(From the July 2023 Edition of eFORUM) By Greg Barnsdale As a long time …
July 12, 2023
Tips for the Advisor’s Summer Vacation
(From the July 2023 Edition of eFORUM) By Robyn K. Thompson You work hard …
July 12, 2023
Encourage Clients to Settle Outstanding Tax Bills
(From the July 2023 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg Clients …
March 16, 2023
Engaged Motivated Employees
(From the March 2023 Edition of eFORUM) By Kelly Maxwell Dealing with the stress …
March 16, 2023
Strategies for brand building
(From the March 2023 Edition of eFORUM) By Robyn K. Thompson When it comes …
March 16, 2023
FHSAs: Beyond the basics
(From the March 2023 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg The …
September 15, 2022
What You Need to Know about Ontario’s Title Protection for Financial Planners and Financial Advisors
(From the October 2022 Edition of eFORUM) By Wendy Horrobin Consumers and investors turn …
September 12, 2022
Is It Time to Revisit Prescribed Annuities for Retirees?
(From the October 2022 Edition of eFORUM) By Kevin Wark Until recently, low interest …
September 9, 2022
The Right Routine for Your Business
(From the October 2022 Edition of eFORUM) By Kelly Maxwell It’s hard to believe …
September 9, 2022
The New Anti-Flipping Rule
(From the October 2022 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg The …
September 9, 2022
Why a Marketing Pivot Is Needed Now More than Ever
(From the October 2022 Edition of eFORUM) By Stacy Brooks Businesses grow through many …
July 21, 2022
Crypto Foreign Reporting
(From the July 2022 Edition of eFORUM) By Jamie Golombek In the past couple …
July 19, 2022
When It’s Time for a Professional Coach
(From the July 2022 Edition of eFORUM) By Kelly Maxwell It comes as no …
July 19, 2022
A Loss of Trust
(From the July 2022 Edition of eFORUM) By Kevin Wark With increasing frequency, the …
July 19, 2022
6 Questions to Ask before Jumping into New Tech
(From the July 2022 Edition of eFORUM) By Angelina Hung From prospecting to commissions …
April 11, 2022
Federal Budget 2022: The Lowdown on the New FHSA
(From the April 2022 Edition of eFORUM) By Jamie Golombek The April 2022 federal budget …
April 5, 2022
What the New Title Protection Law Means for You
(From the April 2022 Edition of eFORUM) By Vikram Barhat The long overdue regulation …
March 29, 2022
Beneficiary Designations and Resulting Trusts Revisited
(From the April 2022 Edition of eFORUM) By Kevin Wark By now most insurance advisors …
March 29, 2022
Returning to the Office: What’s Right for Your Team?
(From the April 2022 Edition of eFORUM) By Kelly Maxwell As the easing of …
March 29, 2022
Show Caution with Insurance Policy Beneficiaries
(From the April 2022 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg It’s …
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 …
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 …
October 6, 2021
The Power of Podcasts
(From the October 2021 Edition of eFORUM) By Erin Bury Podcasts have become a …
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 …
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 …
July 7, 2021
The Evolution of HWTs to ELHTs
(From the July 2021 Edition of eFORUM) By Kevin Wark Health and Welfare Trusts (HWTs) …
July 7, 2021
How to Develop Leads Online
(From the July 2021 Edition of eFORUM) By Kelly Maxwell There have never been more …
July 7, 2021
When Is It Time for an Advisor to Retire?
(From the July 2021 Edition of eFORUM) By Christine Timms Deciding when to retire is …
July 7, 2021
New Employee Stock Option Rules
(From the July 2021 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg On July …
March 30, 2021
3 Habits to Improve Your Networking Follow-up
(From the April 2021 Edition of eFORUM) By Mia and Andy Torr If you’ve ever …
March 30, 2021
The Benefit of Lifetime Benefit Trusts
(From the April 2021 Edition of eFORUM) By Kevin Wark After a year of writing, …
March 30, 2021
Attracting Tomorrow’s Client
(From the April 2021 Edition of eFORUM) By Erin Bury It’s no secret that technology …
March 30, 2021
Tax Filing in the Age of COVID
(From the April 2021 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg As …
March 30, 2021
Supporting Employees with Young Children
(From the April 2021 Edition of eFORUM) By Kelly Maxwell I consider myself one of …
March 30, 2021
Advocating for Fair Treatment for Family Businesses
(From the April 2021 Edition of eFORUM) By Guy Legault and Kevin Wark Spirits were …
January 15, 2021
Battling Loss Aversion During the Market’s New Normal
(From the January 2021 Edition of eFORUM) By Paul Orlander 2020 was a period of …
January 15, 2021
CRA Roundtables – Recent Interpretations of Interest to Advisors
(From the January 2021 Edition of eFORUM) By Kevin Wark Every year the Canada Revenue …
January 15, 2021
3 Steps for Setting Powerful Goals — Even During a Pandemic
(From the January 2021 Edition of eFORUM) By Andy and Mia Torr Goal setting felt …
January 15, 2021
Home Office Expenses in 2020
(From the January 2021 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg With many …
January 15, 2021
Making the Most of Virtual Meetings
(From the January 2021 Edition of eFORUM) By Kelly Maxwell When we can gather again, …
October 16, 2020
Employee Performance Pointers During a Pandemic
(From the October 2020 Edition of eFORUM) By Donna Starr We have all had that …
October 16, 2020
The Sanctity of Insurance Designations
(From the October 2020 Edition of eFORUM) By Kevin Wark Insurance advisors will be very …
October 16, 2020
Responding to a Changing Environment
(From the October 2020 Edition of eFORUM) By Kelly Maxwell We are seeing extinction in …
October 16, 2020
Building Trust with Networking Contacts in the “New Normal”
(From the October 2020 Edition of eFORUM) By Andy and Mia Torr These days, it’s …
October 16, 2020
Details on the New COVID-19 Federal Benefits
(From the October 2020 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg Clients who …
October 16, 2020
Insurance Advice for Snowbird Clients
(From the October 2020 Edition of eFORUM) By Michael Camacho and Stephen Fine For many …
July 9, 2020
Post-Pandemic Planning Opportunities
(From the July 2020 Edition of eFORUM) By Kevin Wark Most advisors have been occupied …
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 …
July 9, 2020
Determining Your Best Newsletter for Clients
(From the July 2020 Edition of eFORUM) By Bryce Sanders Client newsletters are a popular …
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 …
July 9, 2020
3 Ways to Grow Your Network in the “New Normal”
(From the July 2020 Edition of eFORUM) By Mia and Andy Torr When local networking …
March 30, 2020
Talking Estate Planning During a Pandemic
By Erin Bury The world is full of uncertainty and anxiety right now, with most …
March 30, 2020
Inside or Out: Paying Registered Plan Fees
By Jamie Golombek and Debbie Pearl-Weinberg If your clients pay fees for the investment management …
March 30, 2020
B.C. Regulator Raises Concerns about Donation of Life Insurance Policies
By Kevin Wark Life insurance may be used to facilitate large charitable gifts to registered …
March 30, 2020
Sleep Apnea and Underwriting
By Michelle Roussin Sleep apnea is a disorder where the airway becomes blocked, which impacts …
March 30, 2020
How Travel Advisories Affect Travel Insurance
By Michael Camacho and Stephen Fine What a difference a few months make. On January …
March 30, 2020
Seven Tips for Effective Networking from Home
By Mia and Andy Torr You’re working from home and so is everyone else you …
October 29, 2019
How the Minority Liberal Government May Affect Tax Policies
By Jamie Golombek and Debbie Pearl-Weinberg The Liberal party has retained minority power in the …
October 29, 2019
How to Best Network with COIs
By Patricia Giesbrecht and Kim Poulin In the September issue of FORUM, the feature “Forging …
July 8, 2019
New Changes for First-time Home Buyers
By Doug Carroll Summer radio and the “cottage country traffic report” always get me thinking …
July 8, 2019
How to Improve the Client Fact-finding Process
By Kevin Wark Insufficient time is often spent on the process of gathering essential client …
July 8, 2019
11 Ways Clients Can Help Your Business
11 Ways Clients Can Help Your Business By Bryce Sanders Your clients and friends want …
July 8, 2019
Is There a Secret Sauce to Growing Your Network?
By Mia and Andy Torr Two and a half years ago, prospecting felt like a …
April 15, 2019
5 Spot Checks to Conduct before Buying a Book
By Afsar Shah Due diligence, or the lack thereof, will ultimately determine the success or …
April 15, 2019
What’s Your Account Minimum?
By Bryce Sanders When someone asks you “What’s your minimum?” that could be the first …