A new RBC survey finds that those receiving wealth from inheritance — and those passing it on — could use some additional guidance about the way the process works
Simpson will be responsible for TMX Group’s marketing strategy, with a focus on digital, mobile and social media, in the new role of senior VP of marketing and branding
The former advisor also falsified multiple documents in order to process the trades so that he could meet his firm’s sales targets and receive higher compensation
Fear and impatience lead advisors and their clients to make rash decisions, resulting in returns based more on luck and not the economic value of their holdings
The factory will employ digital, design, engineering and agile specialists that will look for ways to improve mobile and digital banking transactions with new fintech tools
The advisor, who has also fined a minimum of $75,000, did not “deal fairly, honestly and in good faith with [his client],” who was also a childhood friend
The fund, which aims to achieve long-term capital appreciation, is the first in Canada to be managed by prominent U.S. portfolio manager Will Danoff
A total of 57 companies representing 263 Canadian investment funds were honoured at Fundata Canada’s annual gala event in Toronto on Wednesday
The cloud-based platform, which can be accessed by clients, family members and their most trusted advisors, provides secure access to important financial planning documents
There’s much confusion about what a financial plan is and such confusion may leave Canadians ill-prepared to deal with future financial needs