Home Beatrice Paez

A little advice for your clients before they take off for vacation — on issues such as insurance, currencies and cybersecurity — can prevent serious problems down the road

  • June 22, 2017 December 18, 2017
  • 23:45

Nominees must be full-time employees of an IIAC member firm and must not be a previous recipient to qualify

  • June 19, 2017 December 19, 2017
  • 13:35

The firm was created late last year following the Front Street Capital and Aston Hill Financial merger

  • May 31, 2017 December 19, 2017
  • 11:50

Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week

  • May 31, 2017 December 19, 2017
  • 11:10

New ratings for three funds

  • May 30, 2017 May 30, 2017
  • 09:00

Focusing on a product’s value proposition instead of its fee structure is key in ensuring the product stands out

  • May 26, 2017 May 26, 2017
  • 14:25

Bryce Cross has now won in this competition for the second time in its short three-year history

  • May 26, 2017 December 19, 2017
  • 10:45

Only 7% of Canadians said they’re likely to trust a robo-advisor’s recommendations, new global HSBC study finds

  • May 24, 2017 December 19, 2017
  • 15:15

Redwood Core Income Equity Fund and the Redwood Tactical Asset Allocation Fund began trading on the NEO Exchange on Wednesday

  • May 24, 2017 May 24, 2017
  • 12:05

Although people would rather avoid discussing their intentions with their loved ones, much potential future conflict could be mitigated if there’s a will in place

  • May 24, 2017 January 22, 2018
  • 11:40