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, […]

Cindy David, CFP, CLU, FEA, TEP, has been elected Chair of the Board of the Conference for Advanced Life Underwriting (CALU) for the 2020-2021 term. […]

Advisors receive some clarity on anti-trafficking legislation B.C.’s financial services regulator has confirmed that gifts of life insurance to charities won’t generally be considered trafficking […]

By Tim Brown, Richards Buell Sutton LLP When dealing with estate planning, many families spend a lot of time dealing with emotional assets that may […]

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