Home Daniel Calabretta

Some advisors are looking at GICs, short-term bonds, alternatives and mortgage products for clients

  • May 11, 2022 May 11, 2022
  • 11:09

Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA

  • May 5, 2022 May 30, 2022
  • 12:03

Brent Joyce has been hired as chief investment strategist and managing director of BPIC

  • April 28, 2022 April 28, 2022
  • 15:06

Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility

  • April 22, 2022 April 22, 2022
  • 13:22

However, gaps remain between what's important to retail investors and how well advisors are delivering

  • April 21, 2022 April 21, 2022
  • 14:39

Advisors are still relatively positive about the tax-free first home savings account, despite not being able to use it alongside the Home Buyers’ Plan

  • April 11, 2022 April 11, 2022
  • 15:50

Advisors need to consider several aspects, such as life expectancy and whether the client will spend or invest CPP and OAS

  • April 5, 2022 April 5, 2022
  • 17:19

Canadian ETFs concluded the first quarter of 2022 with $14 billion in flows

  • April 5, 2022 April 5, 2022
  • 12:10

Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers

  • April 4, 2022 April 4, 2022
  • 15:38

According to a Dalbar report, the average equity fund investor returned 18.39% compared to 28.71% returned by the S&P 500

  • March 31, 2022 March 30, 2022
  • 10:30