by Alex Hung | Dec 8, 2021 | Blog, Individuals
The end of 2021 is quickly approaching – which means it is time to get your finances in order, so you are ready when it comes time to file your taxes. In this article, we cover four types of 2021 personal tax tips: Individuals Investment Considerations Families...
by Alex Hung | Nov 3, 2019 | Blog, Families, Family, Financial Literacy, Individuals
Download your free Financial Literacy presentation * indicates required First Name * Last Name * Email Address * November is Financial Literacy Month. Did you know that 48% of Canadians say they’ve lost sleep because of financial worries?* Financial stress can...
by angelina | Aug 28, 2019 | Blog, Business Owners, Financial Marketing, Individuals
Setting up your financial practice to specialize in working with high net worth individuals can be challenging. We’ve put together a list of strategies that can help you attract your ideal client. Network in their area The marketing methods that you have always used,...
by angelina | Aug 1, 2019 | Blog, Business Owners, E-Newsletter, Family, Financial Marketing, Financial Planning, Individuals, Lead Generator, social media, Websites
Summer is a great time to work “on” the business, usually client activity is a little quieter and the quietness can help you move towards your goal of growing your business. I’ve spent over 15 years of my career working with advisors and helping them grow their...
by angelina | Jan 26, 2018 | Blog, Business Owners, Family, Financial Marketing, Financial Planning, Individuals, Retirement, RRSP, Sales Tools, social media, Websites
When I get started on a website, I always ask the advisor if they have a bio available.. The answer I usually get is.. “No but I’ll write one up-” and then weeks later it doesn’t happen. But that’s okay, it’s hard to write about yourself, especially when you’re trying...
by angelina | Dec 13, 2017 | Blog, Business Owners, Family, Financial Planning, Individuals, social media, Websites
Winter holidays can be crazy-busy times… That’s why we’ve put together a free social media to post about: Holiday Hours Happy Holidays Christmas 2018 New Year Just trying to make life a little easier....
