Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group, discusses how to identify triggers and life events when clients will require your advice about major charitable giving, and explains how to achieve clients’ goals. He spoke with Rudy Mezzetta, reporter with Investment Executive, at the TMX Broadcast Centre 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
Premier signals spending shift as province braces for economic impact of trade war
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