WP releases the first 25 advisors that made the cut on its Top 50 Advisors in Canada list, featured in the latest issue of WP Magazine.
WP releases the first half of its Top 50 Advisors in Canada list, featured in the latest issue of WP Magazine.
Paul Johnson's Wealth Professional Canada Top 50 Advisor Profile
Paul Hurwitz's Wealth Professional Canada Top 50 Advisor Profile
Canada’s Big Six didn’t crack the top-three in JD Power’s investor satisfaction survey. But overall satisfaction with the full-service investment firms increased – especially among investors who were given a transparent account of fees.
Customer satisfaction in Canadian banks improved in 2013, but more people see banks as lagging in innovation and customer focus. The Big Five are also underperforming mid-sized rivals.
The Canadian arm of North American investment dealer Raymond James Financial Inc announced that David Burnes, will join the firm as senior vice president to lead its correspondent services business.