Lawrence Geller
Advisor niche: DI sales to “high-income, low-net-worth”
- By: Lawrence Geller
- March 1, 2011 December 15, 2017
- 22:11
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report
Canadian ETF sales exceeded $100 billion for the first time in 2025
Aging client base, different registered accounts are changing how advisors see RRSP season
$10M capital gains exemption for sellers set to expire at end of this year
Economists had expected a 0.4% increase
It’s time to address retirement security by reclaiming Canada’s institutional ambition