OUR BEST PRACTICES ARTICLES

Advisors, are you free to offer the best solutions?

Grant White, an Investment Advisor at National Bank Financial, gives his view on recent industry controversies

April 6, 2017

Advisor: These are my top investment picks

Discover top investment picks from Grant White at National Bank Financial, featuring Edgepoint Canadian Portfolio, Freshii Inc., and Artis REIT.

March 22, 2017

Advisor: investors need to be careful in Canada’s pot market

An investment advisor from National Bank Financial gives his take on Canada’s booming pot market

February 22, 2017

Advisor: These are my top stock tips

A Canadian advisor shares his three top stock tips

February 1, 2017

Advisor: These are my top stock selections

A Canadian advisor shares his three top stock picks

January 11, 2017

An insider’s investment picks

An investment advisor from National Bank Financial shares his three top investment picks

November 30, 2016

Finding value in connections

An investment advisor shares his thoughts on having good relationships with clients and mentors

November 7, 2016

How to keep clients happy in tumultuous markets

The unpredictability of the markets can sometimes make the advisor-client dynamic a difficult one, but there are ways to keep the relationship strong

October 21, 2016

4 tips for advisors to thrive in the current market

Stuck in a rut or just eager to add to your book of business? Here’s 4 quick tips for ambitious advisors

August 19, 2016

Know Your Advisor: CIRO Advisor Report

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