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- April 12, 2019
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- Consumer Insights
What NOT to do when talking to your 55+ clients
The research is in: it seems many of us don’t know the 55+ Canadian as well as we think we...
- January 13, 2021
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- Consumer Insights
Helping Your Clients Re-Think their Retirement Plan in the Face of the COVID Crisis
Having a well thought through retirement plan is a sure way for your clients to avoid outliving their savings, particularly now...
- December 15, 2020
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- Consumer Insights
Three Financial New Years Resolutions to Set with Your Clients
According to a 2018 survey by Tangerine, 69% of Canadians make new year’s resolutions, and of those, 32% plan to improve...
- October 28, 2020
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- Mortgage Trends
How has COVID-19 Changed Home-Buying Behaviour
Fixed rate or variable? As you know, that has long been the pressing question for many Canadians homebuyers.
With a fixed rate,...
- September 28, 2020
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- Marketing Strategy
Top 10 Ways to Get High-Quality Referrals from Your Clients
According to research by Nielson, 84% of consumers tr
- August 26, 2020
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- Consumer Insights
Part 2: Common Scams and How to Protect Your Clients.
HomeEquity Bank recently launched Catch the Scam, a series of online classes dedicated to helping Canadians spot scams and avoid falling...