Advisors need to consider several aspects, such as life expectancy and whether the client will spend or invest CPP and OAS
Net flows were $4.8 billion in March, according to a monthly report from National Bank Financial
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers
According to a Dalbar report, the average equity fund investor returned 18.39% compared to 28.71% returned by the S&P 500
Value's on a roll, but investors shouldn't get carried away
Shaun Hauser is the firm's CEO, while Jordy Chilcott becomes president of the firm's private wealth and insurance arms
Many questions remain about how a CBDC would affect banks and wealth managers
In many cases, supply issues are only partly related to the Ukraine conflict
The widely expected quarter-point increase is the central bank’s first interest rate hike since October 2018
The firm's wealth management AUM also fell year over year and quarter over quarter