The New Year has arrived and with it comes the 2017 International Living “World’s Best Places to Retire” list. ...

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Milestone Elements™: What is CRM2 and why you should care?

Published by Steve Nielsen on Jan 13, 2017

Client Relationship Model 2, or the acronym known in the Canadian investment industry as CRM2, is a new level of reporting which is rolling out across Canada in 2017. ...

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Market Insights: Fourth Quarter wrap-up

Published by Steve Nielsen on Jan 13, 2017

2016 was a great turnaround year for the Canadian stock market.  After the TSX Composite fell 11.1% in 2015, it roared back by advancing 17.5% this past year....

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