From One Generation to the Next

Wednesday, September 14th, 2011

The following is based on one of Norm Trainor’s clients, Norm Carroll. I first met Norm Carroll in May, 2002. I was launching our Practice Development Program sponsored by Great West Life. Norm was one of 32 President’s Council qualifiers who signed up for the program. In our initial interview, Norm explained that his primary […]

The Best Books on Investing

Wednesday, July 14th, 2010

The article below by U.S. fund manager by Vitaliy Katsenelson first appeared on U.S. advisor site Advisor Perspectives. It’s a reminder of the constant need to be alert for the opportunity to learn more.about investing – and to be open to how much we don’t know on this topic. In crazy times like today, all […]