Arthur Fish, partner, Borden Ladner Gervais LLP in Toronto and manager of the Toronto Regional Wealth Management Practice, discusses the slippery slope of managing clients who are showing signs of cognitive impairment. He explains how to fulfill your professional obligations to impaired clients, and how to best help and manage relationships with them.
A personal story about the role financial advisors play in support of parents like me
If a student doesn’t deplete an RESP, some of the remaining growth value of the investments can be subject to a 20% penalty
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
Credit card balances rise, driving faster debt accumulation
Canada and the U.S. retreat on climate disclosure rules amid global momentum
Growth was limited to two provinces and two territories
Just two Canadian active managers maintained top-quartile performance in each of the last five years