We spoke to VP and Portfolio Manager at TD Waterhouse, Cynthia Caskey, about the changing role Canadian financial advisors
Relationship building with clients takes more than selling them a well-glossed strategy or return-driven investment, explains leading advisor Craig Swistun.
A new survey reveals that Canadians are feeling less prosperous this year over last, with many forgoing an RRSP contribution.
IIROC is holding an advisor accountable after mishandled retiree accounts resulted in tens of thousands of dollars in losses during the financial crisis.
With more than 30 years of independent consulting experience, the firm's new addition will focus on the North American interest rate, the currency market trend and trends in the gold market.
A high-profile advisor to professional athletes has been found guilty of obstructing a jury looking into a forged contract binding a client to her firm.
Advisors are digesting the news that the Supreme Court has kiboshed attempts by two of the industry's biggest mutual funds to stop a class action suit against them.
They may be considered an investment risk, but Bitcoins are gaining momentum, with one company announcing a multi-million-dollar deal and a growing number of 'influentials' endorsing the digital currency.
One of the Big Five is now calling for the federal government to take a key step in helping clients who need the support of a guardian but not the stigma of being branded mentally incapacitated.
They're research findings that may challenge everything advisors think they know about Canada and their clients.
Five years after the collapse of the biggest Ponzi scheme in history, client distrust and speculation persist, says one Canadian advisor.