With tax season upon us, now is the ideal time for advisors to meet with their clients to clean up and dust off those financial plans, suggests one advisor.
Canadian insurance giant continues to make headway in its asset management business by diversifying investment options for the high-asset retail client.
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.
WP gets down to the nitty gritty with the 10 finalists from the Top 50 in a candid Q&A session.
The time has come to recognize the country’s finest planners as we unveil Wealth Professional’s inaugural list of the top 50 financial advisors in Canada. In a trailblazing initiative, the industry’s top performers are finally being rewarded for their excellence.
A career-transition program implemented by the CFLA and Sun Life Financial is training retired CFL players to become financial advisors.
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.
Tim Kelly's Wealth Professional Canada Top 50 Advisor Profile.
CEO salaries at Canada's biggest banks rank the highest in the country according to new research, and some advisors believe these big wigs deserve every penny they get.
A new survey reveals that Canadians are feeling less prosperous this year over last, with many forgoing an RRSP contribution.