Home Megan Harman

Set realistic client expectations and consider adding high-yield bonds to fixed-income portfolios, Leith Wheeler executives advise

  • April 26, 2018 April 27, 2018
  • 16:45

Nick Pszeniczny, executive vice president of the Advisory Network, GWL’s, Canada Life’s and London Life’s combined distribution organization, will step into his new role on July 1

  • April 24, 2018 August 1, 2018
  • 13:00

Gen X and Y Canadians are looking for an easy online solution

  • April 24, 2018 April 24, 2018
  • 10:50

With the introduction of four ETFs, the bank would become the latest among the Big Five to enter this rapidly growing space

  • April 17, 2018 April 20, 2018
  • 16:58

This trend means that Canadians are saving $1.3 billion a year in fees, resulting in lost revenue for the investment funds industry

  • April 17, 2018 April 17, 2018
  • 15:52

The insurance giant becomes the first of the Big Three life insurers to join the association, which represents the insurance arms of Canada’s major banks and various other companies

  • April 16, 2018 April 16, 2018
  • 11:00

Both advisor coaches will merge their consulting businesses into Trainor’s firm, The Covenant Group

  • April 11, 2018 April 12, 2018
  • 16:15

Trading was temporarily halted for the two ETFs that are being terminated in early February, and Horizons then suspended new subscriptions to one of the ETFs later that month

  • April 11, 2018 April 11, 2018
  • 14:16

ABEX Brokerage Services and ABEX National Brokerage will be integrated in PPI, a new subsidiary that IA acquired six weeks ago

  • April 10, 2018 April 12, 2018
  • 16:45

Rebecca Rycroft will help support growth in the Canadian life and health insurance division

  • April 9, 2018 August 1, 2018
  • 12:34