Ontario rep relied on second-hand information from her husband that an investment qualified for exempt status
Older, high net worth clients with a hybrid fee model are the most likely to stick with their advisors
Help clients recognize the tax benefits both for this year and in the future
IIAC survey finds firms intend to hire staff in 2014
Mercer senior partner lists shortcomings with pooled registered pension plans
The loonie is forecast to weaken in the first half of the year before recovering
Only 31% of Canadians intend to contribute to their RRSP in 2013, down from 39% last year, according to a Scotiabank poll
Account holders remain confused about the investments they can hold in a TFSA
Court denies brokerage firm’s leave to appeal
Conservative investors nearing retirement would be prime candidates for this equity investment strategy