Jamie Golombek, managing director of tax and estate planning with CIBC’s wealth advisory services division, discusses key tax issues and upcoming tax changes that may…
Regulatory developments both at home and abroad have resulted in an unprecedented landscape, lawyer says
The new regulatory system will necessitate advisors to follow incredibly detailed requirements
In today’s hurried business culture you can forget your manners
Robert Brown, professor emeritus, University of Waterloo, discusses the actuarial impact of raising the retirement age. He outlines how key future demographics will impact retirement…
James Boylan succeeds Tony Mahabir
Your assistant should play the role of business partner
John and Rebecca Horwood, directors of wealth management at Richardson GMP Ltd. in Toronto, share insights on developing an effective year-round client appreciation strategy.
Acknowledging the milestones in your clients’ lives – even with a simple phone call – keeps them engaged
By matching activities to particular types of clients, you can build stronger relationships
Rather than showing gratitude at a time of year when clients expect it, your client appreciation strategy should be a continuous process
Every year, building a new financial advisory business becomes more difficult. Advisors who do succeed specialize in niches and offer more than traditional advice
Getting a financial advisory practice up and running can be discouraging. But if you recognize the stages of this challenging process, setbacks start to look…
Active ownership helps create long-term value for investors.
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
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