George Hartman, co-founder & managing partner at ELITE Advisors Canada Ltd, CEO at Market Logics Inc. explains the demographic shifts that will cause a rise in the demand for professional financial advice. He spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.
For affected registrants, the sign-up period is about to end; the deadline for investors is April 30
For dealers, preparing for compliance will include reviewing agreements with fund managers
Industry experts offer tips after regulators find shortcomings in suitability, KYP and KYC compliance
Middle income families had weak wage gains, lower net savings: Statistics Canada
Amount includes tax refunds, pension cheques and benefits
Error went undetected despite over 500 complaints; affected more than 100,000 customers
PMI data for both countries improved in January