History
Why Succession Planning Matters – And How We’re Practicing What We Preach
A recent survey highlighted in The Globe and Mail revealed something that may surprise – and concern – many investors: while 91% of clients believe it’s important for their adviser to have a succession plan, four out of five advisers still don’t have one in place. That disconnect matters. Clients spend decades building trusted relationships…
Read more
A Gift I Never Knew I Wanted
What 21 year-old would want “The Gift of Life Insurance” from his grandparents? I knew my Grandpa, Harry Cox had been in the life insurance business, as were his two sons Brad and Geoff. But seriously, Grandma and Grandpa couldn’t come up with a better University Graduation gift than a life insurance policy? It was…
Read more