News and resources for Canada's top financial advisors
Industry
They're big for a reason -- and they want to get bigger.
By Jessica Bruno |February 19, 2016
4 min read
So says Finance Minister Bill Morneau.
By Staff |February 17, 2016
1 min read
Sun Life Global Investments Canada is opening the Sun Life MFS Low Volatility Global Equity Fund and Sun Life MFS Low Volatility International Equity Fund.
By Staff |February 12, 2016
Planning and Advice
The number of Canadians who are spending more than they expect to each holiday season was at its highest in five years this past December.
How do you help a retiree who is in the decumulation phase of life? Advisor Group’s Editorial Advisory Board provides insights.
By Staff |February 5, 2016
5 min read
After a lifetime of earning, it’s time for clients to spend.
Nick Bakish director of wealth management, Richardson GMP, Montreal Designations: CFA, CLU, TEP, Fin. Pl., FCSI The gold standard is the CFA. It’s internationally recognized and requires the most study. The designation gives me a framework to evaluate pricing for various securities, so I can employ an appropriate investment strategy. For example, understanding pricing models, […]
February 5, 2016
2 min read
Jill and her family have run a popular Toronto gym for the past two years. Last winter, 44-year-old gym member Martin slipped on a wet floor during a workout session, and he had to have an operation on his hipbone as a result. Martin, now using a cane, sued the gym and unleashed his fury […]
Most of your clients likely own more than one vehicle; and those costs can add up. Here are some ways car owners can save. APA new-car buying service A membership to the Automobile Protection Association (APA) gives consumers access to price quotes for up to five cars per year. How much is available: The report […]
By Lisa MacColl |February 5, 2016
3 min read
How gamifying your approach can result in a win for all
By Susan Goldberg |February 5, 2016
6 min read
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