Paul Johnson's Wealth Professional Canada Top 50 Advisor Profile
Lyle Rouleau's Wealth Professional Canada Top 50 Advisor Profile
Joel Dasvid's Wealth Professional Canada Top 50 Advisor Profile.
Jeff Watchorn and Oliver Gilbert's Wealth Professional Canada Top 50 Advisor Profile.
A group of Canadian advisors successfully scaled Mount Kilimanjaro, Africa’s highest mountain and one of the Seven Summits, raising $50,000 for Tanzanian street children.
Another global major has reportedly been seeking to exit the Canadian wealth management business – following the route of the UK’s HSBC and Australia’s Macquarie. Why is Canada such hostile territory for foreign players?
Canada’s Big Six didn’t crack the top-three in JD Power’s investor satisfaction survey. But overall satisfaction with the full-service investment firms increased – especially among investors who were given a transparent account of fees.
Customer satisfaction in Canadian banks improved in 2013, but more people see banks as lagging in innovation and customer focus. The Big Five are also underperforming mid-sized rivals.
Where will it all end? A major global bank is doing away with commissions as part of its advisor compensation, even where there is no regulatory impetus.
A new poll identifying investors as particularly bullish on Canadian investments suggests it could be time to steer clients outside the country, say some independent-minded advisors.