Susan Silma

Younger Canadians want to work with advisors, but on their own terms

May 25, 2022 Susan Silma

How advisors can support women’s growing share of wealth

March 30, 2022 Susan Silma
Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

Demonstrate commitment to client outcomes with the CFRs

February 2, 2022 Susan Silma

New KYC requirement protects vulnerable clients

November 3, 2021 Susan Silma
advisor-client meeting

How you hold yourself out to clients matters

September 8, 2021 Susan Silma
client meeting

Suitability takes on new meaning with client-focused reforms

July 14, 2021 Susan Silma
client meeting

How well do you know the products you recommend?

May 19, 2021 Susan Silma
client meeting

How enhanced KYC requirements are changing client conversations

March 24, 2021 Susan Silma
client meeting

How to talk to clients about the client-focused reforms

January 27, 2021 Susan Silma
Partners discussing new plans

Value for fees: What investors now expect from their advisors

November 4, 2020 Susan Silma
advisor with client

From crisis to opportunity

September 9, 2020 Susan Silma
business woman esg

Are clients ready for what’s next?

July 15, 2020 Susan Silma
woman sitting at laptop