Beatrice Paez

Building Your Business

Talking to your clients about fees

March 1, 2017 Beatrice Paez
Industry

Advice needed on retirement income strategies, report finds

February 28, 2017 Beatrice Paez
Advice needed on retirement income strategies, report finds
Product

CIBCAM lowers minimum investment on fund

February 27, 2017 Beatrice Paez
Practice Management

Talking to millennials about insurance

February 27, 2017 Beatrice Paez
People

Rayne Capital welcomes two executives to its ranks

February 27, 2017 Beatrice Paez
Practice Management

Going solo: Should you make the leap?

February 24, 2017 Beatrice Paez
Practice Management

Get the most from your vacation

February 23, 2017 Beatrice Paez
Get the most from your vacation
Financial Planning

Last-minute RRSP tips

February 22, 2017 Beatrice Paez
Last-minute RRSP tips
Client Communications

Get more from your discovery meetings

February 21, 2017 Beatrice Paez
Advice needed on retirement income strategies, report finds
Your Time

Casual Friday: Free apps can help you stay healthy

February 17, 2017 Beatrice Paez
RBC introduces mobile app for DS advisors
Client Communications

Be prepared: getting ready for a first meeting

February 16, 2017 Beatrice Paez
Financial Planning

Help clients understand financial planning

February 15, 2017 Beatrice Paez