A relationship with a client can change dramatically when the client starts showing signs of mental incapacity and the person with power of attorney wants to step in.
A growing number of elderly people are falling victim to those empowered to look out for them. What can you do to protect your clients?
Impending changes to Alberta’s wills and estates legislation should raise some red flags with financial advisors who deal with estate planning, some lawyers there say.
Toronto-based Dynamic Mutual Funds Ltd. has expanded its product lineup with the launch of three new funds
The advisory team of Butler Philbrick and Associates was looking for the right match; Macquarie had the qualities that mattered
BMO Asset Managment launches ETFs
North Shore Credit Union’s branches include art galleries, Japanese screen doors and concierges offering hot towels and cappuccino
A new report finds average mortgage debt among retirees has doubled over the past decade — more than for any other age group
Toronto-based Connor Clark & Lunn Capital Markets Inc. has completed the merger of Connor Clark & Lunn Global
Toronto-based Sun Life Global Investments (Canada) Inc. has launched three new funds: Sun Life Beutel Goodman Bond Fund, Sun Life McLean Budden Monthly Income Fund and Sun Life Tradewinds Emerging Markets Fund.