Jean-Philippe Lemay explains why the firm added close to 80 years of industry experience with three key additions
WP outlines five components experts say advisors must consider when selling their book of business.
A former advisor, who faces first-degree murder charges, has been accused of violating several industry regulations the Investment Industry Regulatory Organization of Canada has concluded.
New details are emerging about a sting operation ensnaring a Canadian wealth advisor on money laundering charges in the Caribbean.
Canadian insurance giant continues to make headway in its asset management business by diversifying investment options for the high-asset retail client.
Do advisors need to keep tabs on the actions of deceased client's offspring?
Advisors need to improve their communication with clients over how their investments are impacted by taxes, according to results from a new study.
How to remain on the cutting edge with clients and avoid competitors getting a handle on your book.
Analysts predict shares of the provinces' banks will need time to recover, relative to Canada's Big 5, following the election.
One WP reader is suggesting more government regulation would ease the sales-first approach and improve industry professionalism.
Big players may be making a move into the exempt market space, but advisors across the country have been slower to steer their clients in the same direction. But that may be about to change.