Jean-Philippe Lemay explains why the firm added close to 80 years of industry experience with three key additions
Advisors can take credit for preparing clients for their golden years but a vast majority aren’t prepared for their own retirement. Why not?
A new look at the starlet’s estate planning is providing advisors a key lesson in better servicing clients.
A spate of cases in the US has shown that mistakes and misbehaviour by staff can be costly for wealth professionals. Are your employees a risk to your income and employment?
Canadians are advised to be suspicious of international investments that sound too good to be true; but the country’s squeaky clean reputation can also be used to defraud international investors.
A majority of Canadians are unprepared for financial emergencies. Here's why the affluent are no exception.
The CMHC has capped its guarantees on mortgage backed securities following a flood of issuance, thereby limiting funds available for home loans.
Canada is set to lose its top position among the G7 industrial nations; for the first time since the global financial crisis the country won’t be leading the pack in economic growth. Are your clients prepared?
Working with celebrities and athletes can have benefits but the bigger the client, the harder you might fall, as one financial advisor found out...
National Bank of Canada will acquire TD Waterhouse Institutional Services – the larger bank’s back-office service provider for independent registered portfolio managers and introducing brokers – for $250 million.
Many investor surveys focus on the high-net-worth or mass-affluent segments, but those may give too soothing an outlook. A new study that focuses on Canadians with a minimum of $5,000 in investable assets makes for grim reading.