Brent McKay, financial advisor for Sun Life Financial in Simcoe, Ont, gives three key tips on how to succeed in a smaller business centre: take a leadership role in the volunteer community; make confidentiality paramount; and deliver consistency to grow existing relationships. He spoke to Dan Richards from ClientInsights at the TMX in Toronto.
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
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Fake advisor admits to fraud, money laundering, witness tampering
Indrani De, head of global investment research at FTSE Russell, says that market behaviour "has fundamentally changed"
Canadians continued to increase investments in U.S. equities, bonds
Plus, new offerings from Empire Life, Purpose, BMO, Ninepoint; multiple fund changes announced