News and resources for Canada's top financial advisors
Planning and Advice
This article is part of a series
By Doug Carroll |May 13, 2016
4 min read
Economic Indicators
The initial estimate from the wildfire is $35 million to $45 million
|May 11, 2016
1 min read
Consider using these new ads from the Government of Ontario to get families, and especially millennials, thinking about saving for retirement.
By Russ Martin, Marketing Magazine |May 11, 2016
2 min read
Industry
Can a simple appeal to honesty pay dividends?
By John Geddes, Maclean's |May 6, 2016
Q:What are the biggest misconceptions clients have about your job? Joseph Bakish vice-president, investment advisor at Richardson GMP in Montreal Clients often think we have control over the markets, and they also misunderstand fees. When I discuss market movements or costs with clients, I always bring it back to the value clients receive. For instance, […]
May 6, 2016
Fortysomethings share their challenges
5 min read
Think about how much time you and your staff have spent booking client meetings. And think about how helpful would it be if you could clump all the phone calls you receive from clients into specific time slots of the day, and know in advance what they’re calling about. Well, there are services that will […]
By Kevin Cork |May 6, 2016
3 min read
We have all the details
By Staff |May 4, 2016
Spartan Fund Management has opened the MMCAP Canadian Fund
What's happening to clients affected by the no-contest settlement between CI Investments and the OSC?
By Jessica Bruno |May 2, 2016
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