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How the Advisor Role is Changing – BNN Bloomberg October 2019
Provisus CEO Chris Ambridge once again joins the BNN Bloomberg Advisor panel to discuss the challenges and outlook for advisors currently and in the future. In this segment the panel goes over how the role of an advisor has changed and will change as technology advances. Chris appeared in two...
Keeping Top Clients Happy – BNN Bloomberg October 2019
 The BNN Bloomberg Advisor panel reconvenes again for 2019 to discuss topics of most import for advisors. This segment has the three panelists, including Provisus CEO Chris Ambridge, discussing how best to keep top priority clients engaged and satisfied. Advisor service is the focus of the conversation whether it...
Finding New Clients – BNN Bloomberg October 2019
The most recent edition of the BNN Bloomberg Advisor panel begins with a discussion of how advisors can best find new clients. Joining the panel once again is Provisus CEO Chris Ambridge to provide insights from a portfolio managers point of view. This segment goes over how advisors should approach...
PTFs: Where are they now? – Investment Executive May 2019
NEO Connect Welcomes Nine PTFs from Provisus – Financial Post February 2019
Saving for retirement: Spousal RRSPs and the homebuyers plan – BNN Bloomberg February 2019
In the final segment, the BNN Bloomberg Advisor panel members reiterate the importance of saving for retirement and explain how to discuss these issues with clients. They also discuss spousal RRSPs, which have become less important with income splitting but are still a common savings product for many couples. The...
Saving for retirement: Avoiding TFSA and RRSP traps – BNN Bloomberg February 2019
The BNN Bloomberg Advisor panel members continue their discussion of retirement savings, including how far the TFSA has come since its beginning, and how it now offers couples $120,000 of tax-free contribution space. The panel also discusses some of the common TFSA and RRSP "traps" investors should try to avoid,...
Saving for retirement: TFSA versus RRSP – BNN Bloomberg February 2019
Helping clients save for retirement is one of the most important aspects of an advisor's job. The BNN Bloomberg Advisor panel discusses the importance of both the Tax Free Savings Account (TFSA) and the Registered Retirement Savings Plan (RRSP). The panel also discusses the tax implications of each savings vehicle.
Estate planning: Power of attorney and reducing taxes – BNN Bloomberg October 2018
The BNN Bloomberg Advisor panel continues the discussion about the challenges that come with joint property ownership, which was designed to help avoid taxes but can lead to lost control of the asset. The panel also discusses the power of attorney and how it compares to the executor, using insurance...
Estate planning: Power of attorney and reducing taxes – BNN Bloomberg October 2018
The BNN Bloomberg Advisor panel continues the discussion about the challenges that come with joint property ownership, which was designed to help avoid taxes but can lead to lost control of the asset. The panel also discusses the power of attorney and how it compares to the executor, using insurance...

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