Aviva Investors replaces Marret Asset Management
Survey indicates somber mood for world markets, Canada more optimistic
Engaged clients provide the vast majority of all referrals
The Ontario regulator has suspended the registration of Blueport Capital and John Hare
KYFA Trusted badge aimed at striking the balance between protecting investors and rewarding trustworthy advisors
Best known for his high-energy presentations on the art of high performance and his advocacy of principled professionalism, Burlington, Ont.-based Jim Ruta has agreed to co-operate with two other financial services consulting firms. Rather than compete with leaders in related fields, Ruta has agreed to affiliate agreements with Chicago’s Hoopis Performance Network and Waterloo, Ont.-based […]
Proposed tax rules for PRPPs will apply to both federally and provincially regulated plans
Bank recommends changes to 10-Year Rule
Core fund managed by Cecilia Mo
Neuper oversaw training for several hundred advisors at National Bank Financial