Telecom index, up more than 5% as BCE shares rise, among few winners
Tim Morton, first vice president with CIBC Wood Gundy in Toronto, has 30 high and ultra-high net-worth clients.He keeps in regular contact with each of his clients — a must with the high net-worth crowd. Morton does a full review with each client in person once every quarter. He telephones every couple of weeks. And […]
Tim Morton has steadily reduced his client roster to fit his lifestyle
Dodee Frost Crockett is known for her desire to go the extra mile for her clients.“You want to get into the mindset of ‘What does the client need, beyond an investment?’” says the Dallas-based advisor.One thing that Frost Crockett does is help her clients get internships for their university-aged children.“It’s all part of getting the […]
Dodee Frost Crockett of Dallas cultivates an impressive network of contacts
Financial services firms, both in Canada and globally, are expecting a huge growth in assets under management over the next several years as wealth is transferred from an aging population to their children. But the industry’s ability to capitalize on this opportunity could be jeopardized by what some see as an impending crisis in terms […]
ABCP held by CUC Ontario no longer an obstacle
Credit unions fear losing what sets them apart
Although Desjardins advisors are thrilled with their firm’s direction, DundeeWealth advisors are not so enamoured
Outsourcing and offshoring are seen to be crucial in keeping up with global competition