Leemhuis receives 5-year ban
Add value to the advisory relationship by taking a comprehensive view of your client’s ability to accumulate assets
Ottawa urged to avoid looking only at public sector solutions
CLU Institute group to meet quarterly
Laverdiere sold Horizon FX product that was not approved by dealer
Adopting U.S. rules would add increase industry costs with no benefit to Canadian investors
Passing along the family vacation property touches all aspects of wealth management planning
Submission to Manitoba government reiterates IFIC’s recommendations to other provinces
Low number of unitholders prompted decision to terminate Shariah-compliant fund
Former executive chairman has been offered position on board, firm says