In part 10, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of having a written succession plan and what should be included in the document.
This event is now available for complimentary viewing across Canada via our Virtual Conference
Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy
The projections for mutual fund returns in the next several years are modest at best
The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face
The bank reported solid earnings from its personal and commercial banking and insurance divisions
The BCSC says it has collected $4.8 million in penalties
He must also cooperate in enforcement action against other individuals involved
Penalties for overcontributing can eat away at client investments