Significant involvement in a sport by a client's child can lead to costs that many clients may not be prepared for. Advisors who provide guidance when it comes to paying for these activities can give families a big boost
Beverly Evans, director, wealth management, investment advisor, Richardson GMP, lists eight difficult questions you must ask your clients for quality financial planning and retention. She spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.
Ontario government committed to setting up an expert committee
Financial advisors have been inundated with proposed rules to better protect clients, but has the need for improved education been given the consideration that it deserves?
Participants had two hours to create a financial plan for a married couple in their thirties
There are three key issues of contention with the private member’s bill that aims to regulate financial advisors in Ontario
Reaction to Ontario's initiative reveals big differences of opinion
Regulator cites Ontario consultation, desire for a coordinated approach
Asking about real-life events can strike a chord