Industry

Briefly: “Richardson GMP hires L’Esperance” and more news

Richardson GMP has appointed André L’Espérance as director, wealth and estate planning. Based in Montreal, he will expand the firm’s insurance capabilities. “The addition of André to our in-house wealth and estate planning team signals our commitment to provide our investment advisors with the best-in-class solutions and to maintain our leadership position in serving the […]

By Staff |November 15, 2010

2 min read

Estate planning: The crucial conversation

“It was a strange situation,” says Michael Berton, recalling one of his more unusual estate planning cases. “But it’s what the family wanted to happen.” The story goes like this: a husband and wife had a joint account and everyone had assumed that the man, who’d been in the hospital for 16 months, would be […]

By Bryan Borzykowski |November 15, 2010

4 min read

Financial literacy goes to school

Financial literacy: now available in junior packaging. Financial education is set to become part of the Ontario curriculum for students from Grade 4 to Grade 12 come September 2011. Ontario’s financial community has roundly applauded the government initiative. “It’s fundamental to the future well-being of Canadian society,” says Cary List, president and CEO of the […]

By Vikram Barhat |November 12, 2010

3 min read

Currency volatility and your clients

There has been a good deal of volatility in international currency markets this fall and some discussion in the press about the possibility of an international currency war. Changing international currency values won’t affect all of your clients equally, but there is a very good possibility that they will have some effect on nearly all […]

By Peter Drake |November 12, 2010

6 min read