Tag Archive: Advisor

Oct 23

YOU Trade or I Trade FOR You?

Stock-market

I had the opportunity to attend a conference about online trading put on by Scotia Itrade last month. It focused on how to use their platform, converting traders from other institutions to use their site and a few tricks to help you “get rich quick” by watching trading patterns. After a quick look around the …

Continue reading »

May 29

How is Your Advisor Paid?

CanadianBills

Paying for Financial Advice  Advisors across the financial industry can be paid in numerous ways and as the consumer, it’s in your best interest to ask and understand how this may influence your insurance and investment decisions. This article outlines some of the different ways advisors can be paid.

Feb 28

Why Wait?

Time countdown

I recently met with a couple who I had previously spoken to about insurance coverage, but they had decided not to move forward.  They thought, “We don’t need insurance; it’s a waste of money”.  I was pleasantly surprised when I received a phone call from this couple wanting to meet with me to discuss insurance …

Continue reading »