Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, explains how advisors can help clients save for their children’s education. She spoke with Clare O’Hara, Investment Executive staff writer, at the TMX Broadcast Centre in Toronto.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Appeal Court agrees to rule once and for all on path for quashing a summons
Reforms would extend program to fund dealers, expand monetary limits, fund certain costs
The cuts come just a year after the insurer cut 250 positions in its investment management division
Venture that led to conviction also violated securities rules, regulator says