Pet estate planning a given, says advisor
It's no surprise pet owners want to provide for their animals after they pass away, says one financial planner.
Ex-Montreal advisor charged with fraud
The former financial planner and two suspected counterparts are accused of bilking several clients out of millions of dollars through phoney investment opportunities, according to the RCMP.
Far Out Friday: “Let's face it, we're not changing the world”
From insights about watching porn to reactions to being fired, WP has put together a list of musings straight from the mouths of some of the world’s top CEOs
Weekly Wrap: The Regulator Beat
The latest developments on industry regulation from across Canada and the U.S.
Another step towards 'tailored regulation'?
The Financial Planning Standards Council (FPSC) is welcoming what it calls continued interest in the "need for tailored regulation of financial planners," following release of the Ontario budget Thursday.
Ontario budget lays out pension plan
The Ontario government is now offering key details about a "retirement pension plan" meant to bolster the incomes of the growing number without private plans through work.
Pet estate planning -- are we barking mad?
It was only a matter of time, with a growing number of advisors now adding financial planning for pets to their re-pet-oire -- a very obvious attempt to appeal to dog-mad Canadians.
ETF yields are "phoney"
According to one financial advisor, the way the industry is pitting ETFs against mutual funds is all wrong, especially if we ever have another Nortel on our hands.
Five minutes with ... Kathy Waite of Eureka Investor Guidance
This financial advisor reveals to WP everything from what she feels is the real problem with the financial advice industry to what she would do if she was the political leader of this country.
Stop the widow from walking
Engaging both spouses equally will help stop the client, who has lost a spouse, from walking out the door into the hands of the competition.