News & Events

April 8, 2021

New mandatory health measures: are now in force!

January 11, 2021

The FNA: your advisor’s diagnostic tool

December 2, 2020

Parental insurance: “because these moments won’t last forever”

December 2, 2020

Factors that can influence the financial value of your business

October 21, 2020

Customer segmentation in the succession process

October 14, 2020

Transferring clients to a new advisor: case studies and lessons learned: case #4

October 6, 2020

What tax rate should be used for asset allocation?

October 6, 2020

Covid-19 outside urban centres: stories from advisors

October 6, 2020

The compliance checklist in a context of succession

October 2, 2020

What exactly is the duty to provide information?

September 23, 2020

Transferring clients to a new advisor - Case studies and lessons learned: Case #3

September 20, 2020

How to prepare for your first meeting with an advisor