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  1. Home
  2. Beatrice Paez

Beatrice Paez

Building Your Business

Working vacation

April 27, 2017 Beatrice Paez
Industry

Wealthsimple wins website award

April 27, 2017 Beatrice Paez
Lifecos have work to do on their websites, Forrester’s study finds
Product

Horizons announces new benchmarks for 12 ETFs

April 27, 2017 Beatrice Paez
Industry

Help clients cope with aging parents

April 27, 2017 Beatrice Paez
Caregiving costs for aging Canadians having impact on families
Industry

Canadians not planning for expected lengthy retirements

April 26, 2017 Beatrice Paez
Product

Mackenzie introduces income-focused funds

April 26, 2017 Beatrice Paez
Industry

MFDA-licensed advisors have firm grip on Canada’s mass market

April 25, 2017 Beatrice Paez
Asking for referrals: pick up the phone
Product

ETFbahn aims to provide easy access to ETFs in the MFDA world

April 25, 2017 Beatrice Paez
Industry

CI becomes associate member of RIA

April 24, 2017 Beatrice Paez
Industry

Pocket Risk will soon be available to Canadian advisors

April 24, 2017 Beatrice Paez
Three common client-survey mistakes
Product

AGF expands ETF platform to the U.S.

April 24, 2017 Beatrice Paez
U.S. proposed tax changes lead to interest in cross-border migration
People

LOGiQ names Joe Oliver, Colleen McMorrow to its board

April 21, 2017 Beatrice Paez
FPSC makes changes to its board of directors
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