Some suggest the appointment of Dodig is a surprise—but the focus on wealth management has been clear for some time.
Going solo – sans big firm – can be daunting for any financial planner. But still so many continue to dream. One advisor who overcame that fear now wants to help guide others through it
The investment manager for Sun Life's new asset management company comes with royal middle-east connections.
A spin-off of a unique, royalty-free energy trust is attracting big attention in this era of lacklustre IPO action.
Brokers have long wanted a financial literacy leader--she is finally here.
The who's who of Canadian Wealth Professionals
There's some movers and shakers changing the face of Toronto's financial district. It's a shift landlords on Bay Street may not be prepared for, say analysts.
With tax season upon us, now is the ideal time for advisors to meet with their clients to clean up and dust off those financial plans, suggests one advisor.
Canadian insurance giant continues to make headway in its asset management business by diversifying investment options for the high-asset retail client.
Big players may be making a move into the exempt market space, but advisors across the country have been slower to steer their clients in the same direction. But that may be about to change.