Going solo – sans big firm – can be daunting for any financial planner. But still so many continue to dream. One advisor who overcame that fear now wants to help guide others through it
When the beloved list-reader went missing a lesson in estate-planning was at hand.
The who's who of Canadian Wealth Professionals
This financial advisor reveals to WP everything from why he chose a career in financial planning and what's plaguing the industry to his favourite sport and who he'd choose to hang out with if he could pick anyone in the world.
Young advisors seeking to acquire a book of business are usually told it’s a sellers’ market, but Peter Bailey of Worldsource Financial Management disagrees. With two deals in quick succession, and a third soon to close, Bailey increased his assets under management from $30 million to $100 million in just a few years. Can you do the same?
Proposed legislation to regulate financial advisors in Ontario moves onto committee for consideration.
Some advisors support a proposed private member's bill that, if passed, would further regulate financial planners in Ontario.
Shafik Hirani's Wealth Professional Canada Top 50 Advisor Profile.
Annual letter outlines 'a road map of issues' to be addressed this year by independent regulatory body.
The OSC's advisory panel pushes for Canada to emulate international regulators where it claims the industry is growing and advisor proficiency is improving.