Lev Zentner, vice president and investment advisor, National Bank Financial in Winnipeg, and a finalist for the Investment Industry Association of Canada’s Top Under 40 Award, discusses three key ways his team helps clients with Dan Richards, CEO of Client Insights.
Deputy governor posts to filled via an internal recruitment process
Interim PBO Jason Jacques' term expired at start of March
Plus, Wellington-Altus adds talent, OSFI's Gully headed for Basel Committee and more
Moores will succeed longtime leader Jamie Coulter, who stepped down last year
Provincial budget’s cut to small business tax rate comes with adjustment for tax-integration purposes
The number of ETFs available in Canada has grown twice as fast as the mutual fund industry — faster than advisors can keep up
IPC upholds OSC decision to preserve privacy of dealers in failed trade study
Separate legislation give Canadians, lawmakers opportunity to scrutinize separate issues