Graham Carter, an advisor and president and CEO of CAP Advisors Inc. in Toronto, describes the sorts of challenges that his clients face and how he structures discussions with them about family wealth. He spoke with Dan Richards of clientinsights.ca.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
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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
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Proposed cut to lowest federal tax bracket won't be adjusted to preserve value of tax credits
Regulators are relaxing the limits on the listed issuer exemption
Newfoundland and Labrador among the most accessible housing markets