Rona Birenbaum, financial planner with Caring for Clients in Toronto, associated with Queensbury Strategies, explains the website content, design and tactics that deliver several leads and an average of two new clients per month. Birenbaum spoke with Dan Richards of Client Insights at the TMX Broadcast Centre in Toronto.
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 Oxford comma strikes again
CannTrust sought the order earlier this month
The agency posted examples to demonstrate how the new rules are applied
There was a net outflow of $10.6 billion in securities