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 …
Tag Archives: Pandemic
How the pandemic has transformed mentorship in the investment industry
HELEN BURNETT-NICHOLS – SPECIAL TO THE GLOBE AND MAIL July 23, 2021 – The absence …
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 …
From COVID-19 windfalls to property investment pitfalls?
Leo Almazora – Wealth Professional July 5, 2021 – As experts that people consult on …
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 …
‘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 …
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, …