David Fear appointed to the association’s board of directors
Special meetings cancelled
Firm’s global equity pool sees reductions in management and fixed administration fees
Holt Fintech Acceleration Program will provide support, training and mentorship for 10 fintech entrepreneurs
A firm's standing in the eyes of clients and prospective clients is one of the most important issues for advisors, but some firms have work to do to build a strong brand
McKenzie Esposito plays an important role in his family's financial advisory firm. As part of the firm's succession plan, he communicates well with the children of business-owner clients
Canada ranks third globally on financial knowledge, attitudes and behaviour
The fund will be de-listed from the Toronto Stock Exchange on June 29
The new ETF will begin trading on May 2
Sound financial decision-making challenged by mental illness