Jean-Philippe Lemay explains why the firm added close to 80 years of industry experience with three key additions
It only took eight months but some of the players behind the Rouge Valley Hospital privacy breach were identified this past week.
An advisor has been banned for his “egregious” treatment of elderly clients – with a massive fine also meant to “repudiate” his actions.
A Toronto-area advisor explains why most people selling seg funds today don’t do a good job.
A veteran player is offering three bulletproof strategies for dealing with the monkey on most advisors’ backs – the need to satisfy yield-hungry clients.
New research is exposing the financial fragility of a surprising number Canadians.
Accountants can. Lawyers can. Even dieticians can incorporate in order to make sure that their business can run in an effective and tax efficient manner. But many, many Wealth professionals can’t – what’s going on?
If you’ve decided to focus purely on high-net-worth clients, WP has done some of the hard research for you – these are Canada’s wealthiest communities.
A 63-year-old client on fixed income was allegedly sold a non-existent private placement but the advisor’s dealer is refusing to foot the tab despite an Ombudsman’s recommendation.
While Alzheimer’s and other healthcare crises plague our aging population, financial advisors are increasingly forced to handle elderly clients with care.
The investable assets of thousands of clients are under lockdown with regulators freezing the accounts of what many call a “sophisticated bookie.”