With more Canadians heading to warmer climates, it's crucial they are aware of the laws that affect them
CANADIANS ARE, AT BEST, average students when it comes to money matters, as some recent studies have found. In turn, that worrisome state of affairs has prompted the Financial Consumer Agency of Canada (FCAC) to launch its comprehensive Your Financial Toolkit program, which includes tips on how to choose a financial advisor. The free resource, […]
Agreements with Kotak Mahindra Bank Ltd. and Bank of Xi'an will help attract clients of Indian and Chinese descent
Only a minority of clients are aware of their financial advisor’s designations and ethical requirements
Low interest rates, higher costs of living and new baby-boomer retirees have resulted in more clients taking out a reverse mortgage
In search of the “mass affluent,” CI Investments has launched a new private investment-management program
The introduction of a new wrinkle in the way guaranteed investment certificates are sold could have an impact on the businesses of traditional deposit brokers who focus on these fixed-term investments.
Canadian and international executives are concentrating on growth and M&As in the year ahead
CLHIA’s downloadable Virtual Shoebox gathers important information in one secure place for easy accessibility
Vancouver-based PI Financial, which is focused on high net-worth clients, sees opportunity in Toronto