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Category Archives: Aspects Of Financial Management
Essex Guardians: Providing financial care for the vulnerable
Please Click Image Below Essex Guardians is a pioneering service which will improve quality of life for vulnerable adults and for those who care for them. We help to manage money matters, so our clients have more time to enjoy … Continue reading
Posted in Aspects Of Financial Management
Tagged Care, Essex, financial, Guardians, Providing, vulnerable
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Financial Health – Credit card debt, wills, trusts, estate, plans
Please Click Image Below OrangeMartorelli.com – CPA Joseph Martorelli and Laurie Corville discuss credit card debt, wills, trusts, estate plans and other aspects of financial health.
Interactive Advisory Software Client Testimonials
Please Click Image Below Interactive Advisory Software (IAS) is the most comprehensive Web-based software financial planners and wealth managers can find on the market today. IAS encompasses all aspects of financial planning, portfolio management, relationship management, client communications and practice … Continue reading
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Webinar: Oracle Financial Analytics Case Study featuring McDonalds – Part 2 – KPI Partners
Please Click Image Below Take Control of Your Financial Performance With Oracle Financial Analytics – Part 2 – KPI Partners From our live Webcast on Wednesday, October 19 featuring Scott Klute, Director IT Enterprise — Shared Services for McDonalds and … Continue reading
Canadian Small Business Survey On Financial Literacy
Please Click Image Below Jamie Sutherland, vice president and general manager, Sage Simply Accounting, discusses highlights from a small business survey recently conducted by Sage Canada — a follow-up to the 2009 Angus Reid-Sage survey on ‘financial literacy’ — which … Continue reading
Posted in Aspects Of Financial Management
Tagged Business, Canadian, financial, Literacy, Small, Survey
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Seneca College – Financial Services Management degree
Please Click Image Below Barbara, a graduate of Seneca’s Financial Services Management Bachelor of Commerce program, talks about leaving university to come to Seneca and her time at the College and how it launched her career in financial services. This … Continue reading
Posted in Aspects Of Financial Management
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