Higgs effected trades in the accounts of clients based on the instructions of a third party
Advisors play a critical role in ensuring clients make responsible financial decisions
Almost six in 10 post-secondary graduates have student debt; their financial well-being and that of their parents are affected
Women have an easier time advancing in the traditional retail banking
One-in-four Canadians say they do not know much savings they will need for a comfortable retirement
New measures will help borrowers prepare for higher interest rates
2010 budget seen as an opportunity to move forward with specific solutions
Only weeks are left before the March 1 RRSP contribution deadline, and financial advisors can use the remaining weeks to help clients maximize the tax-efficiency of their RRSPs.Jamie Golombek, managing director of tax and estate planning for CIBC, has outlined a number of tips to consider when advising clients on RRSP contributions.“When investing for retirement, […]
Regulatory regime must accommodate smaller players