by Allan Small | Jun 27, 2016 | Choosing A Financial Advisor
Two years ago, PwC published a study on small and mid-size businesses providing financial advice in Canada. The report revealed there were about 80,000 financial advisors working in this segment, which accounted for $19 billion in GDP and 180,000 jobs. These are big...
by Allan Small | Jun 22, 2016 | Choosing A Financial Advisor
Any HR professional will tell you that fit–both in terms of technical ability and shared values–is critical to hiring right for your business. The same rule applies to hiring an investment advisor. While there isn’t necessarily a simple test you can...
by Allan Small | Jun 13, 2016 | Choosing A Financial Advisor
Every investor working with an advisor wants to feel confident that their hard-earned money is in competent hands. And that means finding an investment advisor who has a solid understanding of equity (stock) markets and industry trends. Here are six key questions you...
by Allan Small | Jun 6, 2016 | Choosing A Financial Advisor
You’ve identified a goal and are ready and able to get serious about saving money to achieve that goal. Maybe you’re planning to purchase a home, funding post secondary education for your kids, imagining what you want retirement to look like or perhaps...
