Seizing new opportunities while preserving the culture of a firm founded in 1955
The bank unveiled its specialized package on Thursday
The new offering positions Scotiabank to compete with TD’s Management for Health Care Practitioners program
Gap between independent and bank channels could be more perception than reality, however
Three-quarters of widowed and divorced women wish they had been more involved in finances
Clients who invest $500,000 or more with the robo-advisor will pay 0.4% of AUM
Clients are becoming more demanding about structuring their wealth in tax-efficient but legal ways
The new service fits with the bank’s aim to serve HNW clients
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients