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Keyword: client

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advisor and client meeting

IFIC outlines current initiatives, from supporting CIRO to surveying investors

three-generation asian family at home

Research commissioned by FP Canada and IQPF measured Canadians' ability to get through financial hardships

  • By: IE Staff
  • July 19, 2023 July 19, 2023
  • 14:16
Businessman calculating and checking articles of agreemen

At RBC, one-quarter of customers use points for mortgage, credit card payments

Bag of money changing hands

Organization reunites people with unclaimed money in old bank accounts

usiness team in a meeting looking at a sheet of paper

Outdated processes can ruin client relationships before they begin

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Regulation can help firms and advisors deliver better client outcomes

  • By: Susan Silma
  • November 9, 2022 November 9, 2022
  • 15:15
Intense winter storm brewing over ocean

Advisors discuss the need to prepare for tough times

Lady overwhelmed by debt, tax, tax forms

Self-reported financial skills aren't backed by evidence, a CPA Canada survey finds