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The Client Check In– Asking the right questions

The Client Check In– Asking the right questions The surest key to success as an Investment Advisor is satisfied clients. Losing one client can be very costly to your practice. …

When it rains…bring an umbrella.

When I was a very young child, I remember getting worried about walking to school when it was raining. Between the puddles, the soaked clothes, and the “wet dog” smell …

What’s Up with Gold?… apparently not much these days. Let’s take a step back:

Yesterday I fielded a lot of calls asking what was happening with gold. My response was the issue wasn’t the precious metal itself but the entire commodity sector. I went …

Opportunity is Everywhere

I’m a strong believer in listening. Over the years I have learned that when I’m talking I’m not learning, but when I take the time to listen and observe, I …

National Sales Conference

The Chippingham Financial Group National Sales Conference in Toronto last week was a huge success according to attendees from across the country, with just the right mix of learning, networking and fun! Special thanks to our vendors Laurentian Bank Securities Clearing and B2B Bank for their contributions to the event and also to presenters Amin Fernandez of CI Investments, Matthew Gollat of Premier Gold Mines and Daniel Stanley of BMO Global Asset Management. We look forward to our 2016 conference!