Advisor will offer insight on public and tax policy to clients across all industries
Natalie Jamison, who used to work in the hotel industry, emphasizes attending to the details in serving her high net-worth female clients. That means fresh flowers, comfortable furniture and a "financial literacy centre" that doubles as a yoga studio
Firms still wrestling with issues such as market value and off book accounts
Even with the jump in overall household debt levels, delinquency rates continue to decline
New Lazard, Greystone, Sionna and Brandes funds join lineup
Capital International Asset Management and TD Asset Management have added new funds to their lineups focused on serving the needs of retired clients
There are various strategies for those invested in RBC Target 2015 Corporate Bond Index ETF
Several proposed changes to Manulife Investments funds are an effort to create a “best of the best” mutual fund lineup
Four options for individual investors
John Valentini joins firm; Sylvain Roy promoted