Search Results for: financial advisor

Powerful Ways to Market Your Financial Advisory Business on a Limited Budget

As a financial advisor, it is important to find the right methods to really bring in the customers and make sure that you can grow your business. As you first get started, you may find that you are on a limited budget, which means you will not be able to spend thousands of dollars to […]

Nathan Garries Discusses Tech and Transparency in Financial Planning

People work nearly their entire adult lives for money. Yet most have a limited understanding of it. A 2019 study by the Government of Canada revealed that Canadian household debt represented 177% of disposable income and that 73.2% had some type of outstanding debt or used a payday loan the previous year. Nearly one-third of […]

Cornerstone’s David Hannah Tax Advisor

In the last couple of years, due to the pandemic and the change in the financial and business landscape, there has been an increase in the number of people checking if they’re due tax refunds. With an estimated 1-in-6 people overpaying tax to HMRC in one way or another, you may well find that you’re […]

HCR Wealth Advisors Highlights Seven Industries that Could Thrive After the Pandemic

The prognosticators are hardened in their positions: some say the markets are headed toward cataclysmic losses, and others say we are poised for a V-shaped recovery. They can’t both be right. And the truth could land anywhere in between. Regardless, anyone with a 401(k), IRA, mutual fund, or other exposure to the stock market will […]

Why You Shouldn’t DIY Your Financial Planning

Whether it’s financial planning for your business or your personal finances, it’s always a good idea to get professional help. This is especially true if you aren’t up to date with the latest happenings in the financial world. We aren’t expected to know everything about everything – some things are best left to the professionals. […]