The transformation involves engaging clients in a three-step approach to gain a deep understanding of their needs and values
Hiring strategy is focused on acquiring clientcentric advisors
Low interest rates will continue to hurt financial services firms, particularly the banks, which are looking for ways to supplement reduced earnings from narrow net interest margins these efforts include cost controls and foreign operations
The new program will help the bank understand what clients value, and how their values evolve, so they can be served better
Canada’s largest financial co-operative will elect its new president on March 19 to replace Monique Leroux
With a refreshed logo and website, RBC joins Scotiabank and BMO in integrating the wealth-management divisions into the main business more cohesively
New Form T1135 provides compliance relief for those with foreign property worth less than $250,000
Remind your clients of other tax savings options and strategies, including maximizing RRSPs and other registered accounts
A bevy of services and brands will now fall under the umbrella of Scotia Wealth Management banner
Canada’s proportionately larger Muslim population vs the U.S. and sterling reputation for economic strength and stability gives the country advantages to win this business