The ins and outs of blogs

October 31, 2014

Posted in marketing - Thinking about starting a blog? If you want more touch points with your clients and/or you are looking to reach a wider audience, a blog can be a great vehicle. Here are three good reasons to start a blog: 1. Great way to express yourself and share news. The financial services industry is undergoing many changes, […] Read More »


COI – three letters that will grow your business

October 31, 2014

Posted in business building - What’s more powerful than having a family member or a good friend recommend a professional when you need one? Not much. That’s the power of referrals. Advisors also know that clients are always asking their trusted professionals for referrals. As a result, those professionals – from trust & estate specialists and lawyers, to accountants, tax […] Read More »


Raymond James Ltd. takes over the Ritz-Carlton in Montreal

October 31, 2014

Posted in rj news - Raymond James took over the Ritz-Carlton in Montreal on October 2, 2014, for two high-profile events hosted by senior executives and featuring the ever-entertaining and insightful Jeff Saut, Chief Investment Strategist, Raymond James & Associates. From lunchtime … Two hundred institutional clients and industry professionals attended our investment luncheon, hosted by Paul Allison (Chairman and […] Read More »


An introduction to CASL

September 22, 2014

Posted in regulatory - The Government of Canada created CASL to protect Canadians from the malicious spam that, at best, clutters up our emails. At worst, however, these emails may be sent in an effort to mislead the recipient for commercial or other gains. Read More »