An advisor at National Bank Financial shares his three top investment picks
WPs allotted a great deal of time the past couple of weeks discussing mutual funds and ETFs. As part of this coverage we thought we’d look at a unique mutual fund that’s been in business for almost 80 years. There’s only one problem? You can’t buy it in Canada.
Providing clients with personal concierge-type service, the kind you find at top-level hotels like the Four Seasons and Ritz Carlton, can go a long way to making your clients feel like more than a number.
Fast on the heels of 1,500 job cuts at Scotiabank, Canada’s largest bank announces it’s following suit.
At least that’s the finding of the Conference Board of Canada whose latest report suggests the industry is still a very important cog in Ontario’s wheel.
Not the busiest week when it came to business news, WPs come up with a few examples of stories worth a second look.
Currently, women advisors account for 15% of its total. The company’s goal? To get to 25% by 2025. Senior VP Sybil Verch explained to WP why this is important.
The motivational speaker seems to be everywhere at the moment, with WP now adapted his all-weather portfolio – itself spun off from Ray Dalio’s –in order to put it to the test.
A letter sent by IIAC this week has put some thorny questions into the hands of the Canadian Securities Institute, with WP readers now being asked to add their voices to the discussion.
WP recently ran an article suggesting there’s just no comparing F-class shares and ETFs. Several advisors set us straight on the matter; and we’re very glad they did. Here's why.
The self-help guru’s got a new book out talking about money but also talking up what he considers to be the ideal independent investment advisor.