As traditional family structures change so do the planning needs of regular Canadians
Large U.S. insurance company takes the plunge into ETFs buying small firm with $1.5 billion in assets under management. Can we expect the same north of the border?
With American Thanksgiving in the rearview mirror it’s time for all of us to gear up for holiday gift giving. In the first of two parts (second will appear Monday) we help advisors with the process.
Many financial advisors don’t appear too eager to have an honest discussion with clients about future returns. This could be detrimental to their clients’ future financial well-being.
World Finance magazine released its annual list of winners in wealth management. You’ll never guess which of the big six won for Canada.
Canadians continue to pile on debt, $1.5 trillion to be exact. How are your clients managing?
The December issue is on its way to subscribers. The e-mag is now available on the website. Check it out!
An influential financial blogger has started a new trend that could impact your business.
It’s bad enough that many Canadians don’t understand the rules surrounding TFSAs. Now the Canada Revenue Agency wants to prohibit how much you can make from them. Where does it end?
Canada’s leading resource for financial planners will host the inaugural Wealth Professional Awards next June with a gala evening at Toronto’s Liberty Grand.
WP sat down with the CEO of Canada’s first advisor-based bank to discuss debt, banking and all things in between.