We spoke to VP and Portfolio Manager at TD Waterhouse, Cynthia Caskey, about the changing role Canadian financial advisors
With CRM2 set to be fully implemented this year, what lessons can be learned from the UK’s experience?
After $1.5 billion was handed out in the U.S., what would you advise a prospective client to do with their winnings? Tell us and win an exquisite Cross pen
Securities purchases from the United States helped Canada set a record high in international transactions
There’s already talk of quantitive easing in the marketplace – now commentators are predicting cuts to zero, or even to negative figures
With BMO becoming the first of the Big Banks to offer a robo advisor service, should advisors be concerned?
High net worth clients are what most advisors strive for, and there’s one particular key to attracting and retaining their business
It’s been a tough start to the year for clients as global scares have seen major markets fall but there are signs of positive momentum returning
New data shows that the international appetite for local shares and bonds is dwindling
Office politics can seem like war. If that’s what it feels like to you today, then the question you need to answer is whether this particular hill is worth dying on, says Cindy Tonkin
The bull-market run appears to be officially over says one industry veteran and the question for advisors is whether to cut and run from the markets