The Canadian insurance industry is looking to make permanent many innovations it adopted last year in response to the Covid-19 pandemic. Digital processes, relaxed underwriting […]

Covid-19 provided the industry and regulators a real-time test of adjusted rules and policies The Canadian insurance industry is looking to make permanent many innovations […]

Cindy was named one of Canada’s Top 100 Most Powerful Women of 2020 in the “BMO Entrepreneurs” category. The 2020 Canada’s Most Powerful Women, Top […]

Unscientific polling of professionals preparing returns for individual U.S. shareholders resident in the lower mainland of British Columbia has revealed an almost universal reliance on […]

Focus on using available financial tools to create the life you want, rather than trying to find the most technically optimized solution. All year long, […]

Cindy spoke about the oversized impact the current health and economic crisis is having on women across the economy, including female entrepreneurs and women in […]

While demand for good businesses is quite strong, it is a competitive environment, so it’s important that sellers make their businesses as attractive as possible. […]

We are so excited to be a finalist for the STEP Private Client Awards, in the Boutique Firm of the Year category! We are honored […]

Coffee Talks is a webinar series by Advocis featuring 30-minute talks on subjects of interest for advisors. Exclusive to Advocis members. In this edition of […]

What if I need to do financial planning? This week, host Chris Delaney, BA, LL.B. B.Ed. TEP FEA interviews the new Chair of CALU’s Board, […]