WP releases the first half of its Top 50 Advisors in Canada list, featured in the latest issue of WP Magazine.
Brian Jones's Wealth Professional Canada Top 50 Advisor Profile
Eric Davis's Wealth Professional Canada Top 50 Advisor Profile
Faces Behind the Letters campaign showcases Canada's top financial services talent
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.
Like it or not, the wealth management teams at the Big Five have successful tapped Canada's well-heeled gay community. That makes more than good business sense, explains TD advisor and branch manager Heather Richardson.
The alphabet soup of titles in Canada’s advisory sector confuses and the entry bar for the profession is too low, said OSC roundtable panellists in a rare moment of agreement.
Legal experts at an OSC panel sparred, differing sharply on whether proposed ‘best interest’ guidelines for advisors were a legal necessity.
Good news for advisors: millennials are investing at a much younger age than their parents and are accruing assets earlier. The bad news: they are also highly likely to manage their own portfolios.
A new poll identifying investors as particularly bullish on Canadian investments suggests it could be time to steer clients outside the country, say some independent-minded advisors.