The Money Finder Blog

Penalties for Failure to Comply with CRM2 Requirements

June 28th, 2016 | Christina Flemming

With the homestretch of CRM2 implementation upon us, financial professionals are asking themselves whether they’ve done enough to prepare, and what repercussions they could face for potential miscon ...


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February

2017

Do you Know What Motivates Your Clients?

February 21st, 2017 | Alex MacAskill

Our Psychology is the driving force behind everything that we do. It’s the reason we choose what to eat and what to wear, the reason we push ourselves to get more done, and the deciding factor that ...

February

2017

We’re Travelling Across Canada Spring 2017! Join Us for a Workshop!

February 16th, 2017 | themoneyfinder

A great advantage of the Certified Cash Flow Specialist™ Designation (CCS) is that all of the modules, tools, and Cash Flow Planning Software can be accessed anywhere, anytime, because all of the tr ...

February

2017

Love your Financial Plan

February 14th, 2017 | themoneyfinder

People don’t really get excited about how much their investment account is worth…it’s the things (or time) it can buy them that they’re actually excited about. People don’t decide, in the ...

February

2017

5 Things Every Advisor Should Know Before Buying a Book of Business

February 7th, 2017 | themoneyfinder

Buying a book of business is a natural career progression for some advisors committed to furthering their career and building out their client base. While the process may seem daunting, a clear cautio ...

February

2017

Managing Your Good and Bad Debts

February 2nd, 2017 | themoneyfinder

The following article was originally featured in the Globe and Mail. Original link here.  A big part of financial readiness involves getting a handle on your debts. However, not all debts are ba ...

January

2017

Everyone Can Be a “Saveasaurus”

January 26th, 2017 | themoneyfinder

Something I want to do as a parent is to model the behaviour I want from my son, and as you may imagine from my writing, I want him to be good with money. I can’t just tell him to be good with money ...

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