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 …
Tag Archives: COVID-19
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 …
Advocis: What are some of the major life changes Canadians are contemplating this fall? Ask their advisors.
September 20, 2021 – As vaccinations rise and vaccination passport mandates emerge, an atmosphere of increased …
How advisors are faring more than a year into the pandemic
DEANNE GAGE, SPECIAL TO THE GLOBE AND MAIL [divider height=”30″ style=”default” line=”default” color=”” themecolor=”0″] July …
You’re the Top: The Value of Advice as Your Differentiator – How to Stand Out from the Crowd
Jennifer Kuta, Caldwell Investment Management Ltd. July 6, 2021 – In all of the economics, …
One-fifth of Canadians interested in using saved-up money for home renovations
Insurance Journal: June 25, 2021 – Canadians tired of being locked down and their pocketbooks locked …
Advocis: How should Canadians handle big-ticket summer purchases with savings from the pandemic? Ask their advisors.
June 21, 2021 – The combined effects of sizzling weather, falling COVID-19 case counts, steady progress in vaccinations and healthy …
Wealth Professional Canada: Hot List 2021
Wealth Professional Canada – Digital Magazine (May 2021) Thank you to Wealth Professional Canada for …
Nominees Announced for the 2021 National Magazine Awards: B2B
National Magazine Awards: B2B Advocis is pleased that our September 2020 issue of FORUM Magazine …
Simply the Best: How Financial Advisor Designations Can Affect Customer Experience
Jennifer Kuta, Caldwell Investment Management Ltd. It is important for your prospective clients to know …
‘It’s an emotional roller coaster out there for clients’
Leo Almazora, Wealth Professional Canada 2020 was a year like no other, marked by seismic …
In Recognition of National Volunteer Week 2021
As National Volunteer Week begins, all of us at Advocis are reflecting on the challenging …
Finalists for the 2021 WP Awards revealed
April 1, 2021, Toronto – Providing financial advisors with superior service is a core part …
What financial mistakes did Canadians make during the pandemic? Ask their advisors.
April 12, 2021, Toronto – With COVID-19 vaccine distribution in full swing across the country, …
Why advisors should be considering their business emergency preparedness
By: Kira Vermond (Globe Advisor), April 24, 2020 – Ask Eric Lidemark, financial advisor and …
Elke Rubach: Finding motivation in a world turned upside down
By: Elke Rubach, April 9, 2020 – When you read the endless negative news these …
Advocis launches free online service to connect financial advisors with small business owners in wake of COVID-19
March 30, 2020, Toronto – As the COVID-19 pandemic continues to disrupt the Canadian economy, …