Jason Pereira

How advisors can manage their business in self-isolation

WP Canada magazine editor Darren Matte talks with financial planner Jason Pereira, from Woodgate Financial, on how advisors can manage clients' investments and emotions during a time of self-isolation

This is grim but keep a cool head and stay invested

Advisors reflect on a sobering week, discuss an eventual rebound and the value of active management

It’s no fun right now but advisors should be proving their value

Those hiding under their desks are being exposed, says advisor, while proactive professionals will shine

The week that was – November 18-22

Highlights from a week of news and analysis at WP

New financial planning association launched

President tells WP that fee transparency is a central part of new organization's charter

How could commission-free trading impact advisors

Scrapping trading costs at discount brokerages will prompt soul-searching on compensation and business models

Why whistleblower 'bounties' necessary for industry integrity

Advisors react after OSC pays almost $7.5 million to three tipsters as part of programme to weed out gross misconduct

Global award for Toronto financial planner

Winner says recognition is a crucial differentiator when competing for business

Ontario's opposition puts embedded-commission ban in jeopardy

The provincial government’s public rejection has drawn strong reactions from experts and advocates

Focus on people not returns, advisors told

Financial planner says evidence does not back up majority of index-beating claims