Stan Wong, vice president & portfolio manager, Macquarie Private Wealth, explains how appearances on BNN and regular updates on Linkedin and Twitter boost his profile and attract new clients. He gives tips on social media implementation and compliance. Wong spoke with Dan Richards from ClientInsights at the TMX Broadcast Centre in Toronto.
Regulator requests monetary penalties, disgorgement, costs and market bans
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
The deal will add trust and estate, and wealth management capabilities to Edward Jones' Canadian business
Advisors, however, can help clients plan for unforeseen health issues, layoffs
Anique Asher to be EVP real estate secured lending; Shannon McGinnis named as chief risk officer
Year-to-date total still up compared with last year: CMHC