In segment one of a three-part series Giving Back -- about advisors who are donating considerable time to charitable activities -- Konrad Kopacz, director of…
With the launch of Live@99, Will Prinzen, a financial advisor in Ingersoll, Ont., is helping musicians who struggle to live by their craft. Prinzen also…
THANKS TO ADAM WOODWARD, senior vice president and investment advisor with Toronto-based Macquarie Private Wealth Inc. in Calgary, more than 960 kids and their parents…
Jeffrey Brumer, an advisor in Montreal, decided many years ago that it was important to share the warmth of personal interaction with young people. Brumer…
If clients have a good understanding of the investment risks they are taking, they won't worry so much about their portfolios
In part five, Jim Ruta answers the question: What are the key points to crafting an effective succession plan? He explains the one thing you…
Mark Chabot, vice president, TD-Waterhouse Private Investment Advice in Burlington, Ont., discusses five must-do’s to host a successful client seminar: keep the location near your…
In part four, Jim Ruta reads from his “Last unwill and testament,” a comedic, yet serious document that highlights the need for a will and…
Investment Executive’s sister publication names Louis Vachon the 2012 Quebec Financial Person of the Year
Rob Krizmanich, senior vice president with National Bank Financial in Toronto, discusses their company's unique and personal service with clients — from a no voicemail…
Aerospace will not grow as rapidly as in 2013. And reduced public spending will also hurt the island province
Forestry is expected to rebound, but mining and construction will still be sore spots for New Brunswick's struggling economy
Megaprojects, rising U.S. demand and lower government spending in Nova Scotia should mean better days ahead
The province, which has very slow growth and a huge debt, is likely to continue to walk the economic tightrope this year
Yukon, Northwest Territories and Nunavut
The Keystone province continues its steady, stable growth. Yet, a few clouds are on the horizon, including lower global demand
The ongoing expansion of the potash industry is the main reason why the province is leading Canada in growth
Strong growth is expected for the fourth straight year in Alberta. But there are a range of challenges
Possible change in government could have implications for B.C.'s steadily improving economy
Spending cuts and higher exports needed to reduce debt
Central to understanding your clients' profiles is realizing that they often overestimate their risk tolerance
The Rock is expected to be a leader in economic growth once again, despite a shaky public-sector financial picture
In part three, Jim Ruta answers the question: How can I get powerful recommendations, rather than just simple referrals? He shares his tips on how…
Darren Coleman, vice president, associate branch manager and portfolio manager with Raymond James in Toronto, discusses alternative investments for HNW clients, including highly active investment…
Embrace mindfulness in 2013 to improve your decision-making ability, judgment and concentration