News and resources for Canada's top financial advisors
The staff of Conseiller.ca have been covering news for Quebec financial advisors since 2000.
Industry
Other moves include an established advisor group moving to BMO Nesbitt Burns from CG Wealth
By Conseiller.ca Staff |March 16, 2023
2 min read
It's unethical, say advisors
By Conseiller.ca Staff |May 25, 2017
1 min read
A Conseiller.ca review finds out.
By Conseiller.ca Staff |April 17, 2017
Jacques-André Thibault was banned from the Quebec securities industry for 11 years in 2014, based on 11 offenses committed against three clients. Now, Conseiller.ca has discovered that three other clients complained about Thibault for insurance policies bought between 2004 and 2008. Jacques Duval, a well-known automotive columnist, complained in January 2008 to AIG Life of […]
By Conseiller.ca Staff |November 2, 2016
Great-West Life and Canada Life will be ending volume-based incentive conferences for advisors in May 2017 and May 2016, respectively.
By Conseiller.ca Staff |March 17, 2016
Our sister site Conseiller.ca has published a detailed report revealing a legal battle between BMO Life Assurance and a Quebec financial advisor.
By Conseiller.ca Staff |December 22, 2015
Many industries, including financial services, employ sales quotas. But do they work?
By Conseiller.ca Staff |November 16, 2015
A Quebec group, Le Centre québécois de formation en fiscalité (CQFF), has claimed it’s found “serious flaws” in how ordinary dividends are taxed in the province.
By Conseiller.ca Staff |September 27, 2013
La Presse has learned that the IIROC may be the subject of a class-action suit instituted by Montreal law firm De Grandpré Chait.
By Conseiller.ca Staff |May 2, 2013
Planning and Advice
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.