You’re already the expert when it comes to creating financial plans with your clients – but the area of philanthropic planning may be unfamiliar territory. What are some of the things you need to consider when initiating a charitable plan with your clients?
Starting a conversation with your clients on charitable giving can be a challenge. Nonetheless, doing so will not only show your clients that they can rely on you to help with their future financial security, but also that you care about their personal goals, values and how they wish to make a difference.
Your clients are now facing a slew of charities clamouring for their donations – a phenomenon helping to position advisors for future growth
Industry players across Canada will converge on Toronto to celebrate the kind of advisor and dealer excellence highlighted in today’s list of finalists for the WP Awards.
The OSC reaches tentative deal with three investment subsidiaries of TD Bank related to “self-reported” violations involving mutual fund fees charged to clients spanning 14 years.
TD survey suggests need for advisors: Relatively few Canadians have a financial plan they follow religiously.
A new TD survey finds boomers, Gen X and Gen Y have different attitudes towards investing.
The who's who of Canadian Wealth Professionals
A recent Edward Jones survey finds that visible minorities feel underrepresented in the industry.
WP releases the first half of its Top 50 Advisors in Canada list, featured in the latest issue of WP Magazine.