Smart Advisor

https://www.wealthprofessional.ca/news/industry-news/10-ways-to-do-good-and-get-business/325779

https://www.investmentexecutive.com/building-your-business/practice-management/surveying-the-competitive-landscape-of-wealth-management/

Managing The Experience...
https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/your-clients-should-feel-valued/

https://www.investmentexecutive.com/news/research-and-markets/many-canadians-clueless-about-how-tfsas-rrsps-work/

Many Canadians clueless about how TFSAs, RRSPs work | Investment Executive Almost a quarter of survey respondents think TFSAs will reduce their taxable income

We are getting a glimpse of what 2020 may bring in our industry....but what does 2030 look like....

Being an advisor in 2030 | Advisor Reluctant predictions for the decade ahead

A look in to the thought process of today's retirees....

The truth about retirement | Investment Executive Canadians reveal their misconceptions about when, where and how they would retire

Tips on time management...
https://www.investmentexecutive.com/building-your-business/practice-management/how-to-prioritize-the-time-you-spend-with-clients/

Results of recent survey show how important good Financial Advice is....

Report reveals Canadians’ weak knowledge of retirement income | Investment Executive Employer plans, OAS and GIS were the least understood topics

Bright spots in the market for 2020....

Bank economists share optimism for 2020 | Investment Executive Canada will likely experience wins in the equity, housing and oil markets

Tax changes in 2020....

Federal tax changes to benefit Canadians in 2020 Lowered EI premiums, and expanded RRSP benefits are also set to impact tax plans

What will 2020 bring to the industry??? Here is one thing.....

New site matches suitable advisors with clients Matchmaking site for advisors and clients will launch in January, targeting the next generation of finance professionals

From all of us at One Smart Advisor......wishing you and yours a Happy New Year!!