We are creating excellent results for 2009 which are the result of having a big vision from 35,000 feet and that means getting on 17…
Financial planners must remain compliant following rules relating to investment and life insurance products that are set out by a number of regulatory bodies. While…
I’m thinking of what to offer you in my December E-Newsletter as we approach a challenging 2009. The best two things that I can offer…
The title of the poster, The Deeper The Roots, The Higher The Reach at 7am this morning at the Vancouver Starbucks at Pender & Thurlow…
Laura and I had a great meeting with Jim Virtue, the President and CEO of The Financial Management Group of Companies Inc. and I will…
It’s 6am Wednesday morning in Banff and Laura and I are heading to Calgary, Laura is flying home and I’m flying to Ottawa to speak…
Survivor Or Advisor? Part 1 provides comparisons between a financial survivor and a financial advisor as they approach ten key areas of building their business.…
Financial Survivor Or Financial Advisor? Part 1 provides comparisons between a financial survivor and a financial advisor as they approach; vision and business plan earning…