For the People Blog

Your home for practical insights on the latest trends impacting your people from industry experts. Whether you’re a team of five or leading a national organization, we’ll help you make smart decisions for your organization and create a great workplace for your people.

How Advisors Can Step Up When Clients Need It Most

Periods of economic and political uncertainty often separate reactive advisors from proactive partners. Right now, with shifting global trade dynamics, a new federal government, and looming tariff pressures, Canadian businesses are feeling the...
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What Every Advisor Needs to Know About Selling their Business

For many independent advisors, building a successful practice is a labour of love - and often a lifetime’s work. But what happens when it’s time to transition? Whether you're thinking about retirement, partnership, or merging with a larger...
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Retirement Savings in a Volatile Economy

Economic ups and downs are nothing new, but lately, they seem to be hitting harder and faster. Inflation is on the rise, market volatility has become the norm, and global events - like tariffs or trade disputes - can send shockwaves through...
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The opportunity in non-traditional ideal clients (an inside look)

In the benefits space, we often hear advisors talk about finding their “ideal client”. It’s a smart goal - but also one that risks becoming narrow or repetitive. What if the ideal client isn’t the biggest spender, the most polished, or the easiest...
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