Advisors can refer clients to National Bank
Opens markets at TSX, NYSE
Presentations educate clients, simplify the planning experience
Helping clients and advisors be aware of issues in certain life stages is a major part of financial planning
New tool prepares Canadians to talk with advisors
Insurer gains exposure in U.S., sees resurgence in Canadian operations
Goal is to encourage Canadians to work with advisors
Survey of boomers finds strong support for retirement income guarantee
Men and women have different views of life after 65: study
Deal includes South Florida philanthropic program