Martin Dupras, president of ConFor Financiers, has been named chairman
More than half of respondents to a national survey said they’ve lost sleep over money
Some young clients fear missing out, while older ones may be sitting on unexpected gold mines
The federal government hasn’t given up on addressing systemic risk at the national level
Financial planners must embrace the opportunity to think beyond the current communities they serve
With the court system backlogged, older clients may want to split up on good terms
The Ontario regulator proposed a central registry of title users and shorter transition periods
Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved
The guidelines didn't include the 50-year historical average rate as a data source for fixed-income assumptions
Providing early guidance on goals and investing can help build your book