Reg Jackson's Wealth Professional Canada Top 50 Advisor Profile.
David Christianson's Wealth Professional Canada Top 50 Advisor Profile
Laurie Bonten's Wealth Professional Canada Top 50 Advisor Profile.
Jim Baumgartner's Wealth Professional Canada Top 50 Advisor Profile.
Some advisors say directory is discriminatory
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.
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.
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.
Women account for a full third of Canada’s high-net-worth individuals and are increasingly the prime earners and money managers in households. Susan Misner, a 20-year industry veteran, has tips for advisors looking to better serve this client base.