Survey suggests that Quebec residents tend to be more risk-averse than other Canadians
How advisors rated their firms
Surveyed advisors said much work is required in some key areas, such as support for tax planning, compensation, pensions and technology
Advisors have high expectations of their banks' pension plans, but many bemoaned the changes their firms have implemented
Advisors praised their banks' websites and mobile apps for being easy to use and providing clients with access to accounts
Advisors have various reasons for their dissatisfaction with their banks' support for both tax and wills and estate planning
Scotiabank, National Bank and CIBC advisors were quite vocal in their disapproval of changes to their paycheques
Advisors cited technology as one the key areas that their banks could most improve upon
Once a high net-worth advisor, Shannon Lee Simmons set out on her own to provide advice and financial education to an underserved market of younger, less affluent clients
The starting point for any business owner is his or her vision of the future - what the advisor wants his or her world to look like at some point down the road