Wealth One Bank of Canada offers banking products online, by phone and through locations in the GTA and Vancouver
The percentage of advisors who create financial plans for clients and the percentage of clients with a financial plan are rising
New branch strategy puts the emphasis on clients, not prospects
RBC Life, Hub Financial and PPI Advisory advisors were happier with their firms, but those with Sun Life were less pleased
Understanding Estate Information Return reporting
Providing support for your clients who are serving as executors can help them through a difficult time, and provide opportunities for you to guide these clients' future financial choices
Clients can meet with individual advisors or take advantage of a variety of interactive financial tools, services or classes available at the Scotiabank Solutions branch
New Brunswick-based caisse populaire switches to federal charter
Although banking clients said they prefer the benefits of receiving automated advice, most will continue to need some form of personal advice
The firm also announced a change in portfolio subadvisor and changes to its risk rating for five funds