Search results - Best practices

Panne d’électricité majeure, décès d’un partenaire clé, piratage informatique… chaque année, vous risquez de faire face à un événement qui bouleversera votre vie professionnelle et sera susceptible d’avoir une incidence sur votre cabinet ainsi que sur les relations avec vos clients. Voici comment …

You have until 11:59 p.m. on Sunday, November 30, 2025, to complete the required training hours and enter the information in your PDU record. Take the right steps now to avoid unpleasant surprises after November 30, 2025. What happens if your PDU record is incomplete as of November 30, 2025? …

Understanding insurance contracts doesn’t have to be a daunting task for clients. With the right methods and a dose of goodwill, it's possible to simplify their wording and learn how to better explain them. In Quebec, the Civil Code and the Consumer Protection Act (CPA) contain provisions related …

As you know, March 2 is the deadline for RRSP contributions for the 2025 tax year. You’re in the home stretch: client requests are pouring in, and if you’re working from home, coordination can be more complex. These are at least two good reasons to take a few minutes to read the tips below. Every …