Life Purpose — Gratitude
“Be thankful for what you have; you’ll end up having more. If you concentrate on what you don’t have, you will never, ever have enough.”
— Oprah Winfrey
Read More
Doug Nelson Wins 2017 DAC Client Innovation Scholarship Award
Canadian portfolio manager and 25-year veteran of the financial services industry, Douglas V. Nelson, CFP, MFA, CLU, CIM, has been awarded the 2017 DAC Client Innovation Scholarship Award, to be presented at the Distinguished Advisor Conference in Kelowna, B.C., November 5-8. The award was co-founded by Knowledge Bureau and Franklin Templeton Investments in 2016.
Read More
Do Your Clients Have Good Debt or Bad Debt?
Canadian household debt hit a record in the second quarter of this year, at $1.68 of debt for every dollar of income. As interest rates increase and debt levels soar, your clients run the risk of much greater uncertainty about their financial security.
Read More
Weekly Thought Provoker: Can Advisors Add Value Through Holistic Approaches?
Join our conversation on the Executive Business Builders Network!
Read More
People in the News: Jan Sawchuk
Jan Sawchuk, of Peachland, B.C., on the Basic Bookkeeping for Small Businesses course
Read More
Help & Contact: 1 866 953 4769