On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: An increase in the portion of capital gains...
As a financial advisor, you make sure to stay up to date on the latest financial news and that all your credentials are in order. And that’s important! But how much time do you spend connecting with clients and prospects, as well as working on maintaining...
In the realm of financial advising, a robust online presence is indispensable for driving success and expanding clientele. Embracing the power of Google My Business (GMB), thoughtfully provided by Google, can be a game-changer for financial advisors seeking to enhance...
As a financial advisor, one of the best ways to generate new leads is via a well-put-together digital marketing strategy. However, if you don’t have a lot of experience with digital marketing, it can be challenging to figure out how to make the most of the time and...
Providing your clients and prospective clients with a newsletter is a great idea for so many reasons. You can use your newsletter to share information and resources with your clients, as well as encourage them to visit your website or book an appointment!Since a...
