Jean-Philippe Lemay explains why the firm added close to 80 years of industry experience with three key additions
Canadians continue to pile on debt, $1.5 trillion to be exact. How are your clients managing?
The December issue is on its way to subscribers. The e-mag is now available on the website. Check it out!
An influential financial blogger has started a new trend that could impact your business.
It’s bad enough that many Canadians don’t understand the rules surrounding TFSAs. Now the Canada Revenue Agency wants to prohibit how much you can make from them. Where does it end?
Canada’s leading resource for financial planners will host the inaugural Wealth Professional Awards next June with a gala evening at Toronto’s Liberty Grand.
WP sat down with the CEO of Canada’s first advisor-based bank to discuss debt, banking and all things in between.
Financial Advisors looking to gain an advantage on the competition might want to become familiar with the family office.
The debate over the need for a fiduciary standing in the wealth management industry seems to be on the back burner. Clever wealth management capitalizes on perceived regulatory lassitude.
Results from the twice-yearly survey finds Canadians view their home as their saviour come retirement. Think again says Manulife Bank CEO Rick Lunny.
With the OSC investigation of maternity records improperly obtained still ongoing, RESP dealers are put in the spotlight. And it could be just the tip of the iceberg.