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Annual Insurance Audit for High-Net-Worth Canadians: How to Spot Gaps in Your Coverage

Annual Insurance Audit for High-Net-Worth Canadians: How to Spot Gaps in Your Coverage

East Coast Coaching
Published on: 13/01/2026

Annual insurance audit for HNW Canadians. Help clients spot coverage gaps across life, disability, CI, key person, buy-sell, and high-value assets, with advisor-led best practices.

New Year, Clean Slate - January 2026
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Preparing Your Advisory Practice for Year-End: Operations, Compliance, and Client Reviews

Preparing Your Advisory Practice for Year-End: Operations, Compliance, and Client Reviews

Preparing Your Advisory Practice for Year-End: Operations, Compliance, and Client ReviewsStacy Arseneault
Published on: 19/11/2025

Prepare your advisory firm for year-end success with a step-by-step checklist covering operations, compliance, client reviews, and sales. Streamline workflows, stay audit-ready, and build momentum for a stronger start to 2025.

Run Your Practice Like A Business - November 2025
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