The author of the book The Financial Advisor’s Guide to Excellence is Daniel Collison. Incorrect information appeared in our February issue. Investment Executive apologizes for the error.
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Be honest, transparent, consistent, advisors say
Over a 30-year career, Sybil Verch sees opportunities where others see obstacles
For a young Penny Stayropoulos, financial planning was a beacon amid crisis
Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985
A pair of portfolio managers make the case for cautious optimism
Pre-budget submissions also float single insurance licensing system among provinces, fiduciary standard for advisors
The latest flip-flop came after the U.S. delivered plan to Iran to pause war
It's the second firm in Canada to receive approval to offer futures and forecast contracts