Investors Group news

The Golden Rule to do right by clients has held Nova Scotia advisor Howard Williams in good stead for more than 30 years. But, in general, are advisors doing enough?

A Supreme Court of Canada decision to allow physician-assisted suicide will force advisors to step their game up as they work with clients for end-of-life planning, Shafik Hirani, a wealth advisor with Investors Group said in an interview with WP.

Justin Trudeau believes they’re only for the rich. Is he right?

The Harper government delivers average annual tax savings of $1,140 for Canadian couples with kids. The additional disposable income should be a boon for financial advisors.

Some fun, or at least interesting, reads for the upcoming long Labour Day weekend.

Nick Bakish Financial Planner Investor’s Group Montreal, Que.

As boomer-era advisors retire books of business are being handed off, a whole new set of challenges follow.

Tweaking your emails in the CASL-era

Your high-net worth clients are proudly Canadian but are increasingly following in the steps of their American counterparts in choosing to carry forward their mortgages well past their ability to retire them.

Markets have been strong lately, but the growth has some advisors wondering how to manage an expanding book of business.