Kelly will report to Onex president Bobby Le Blanc in the newly created role
A panel at FP Canada's conference suggested ways to overcome the barriers some clients face
The goal is to simplify the firm's offering to its customers and advisors
A PMAC panel offered outlooks for the year ahead
Despite concerns around debt and budgeting, most are feeling optimistic about their financial futures
In the long run, real stock returns have outpaced inflation around the world
Investment from Jessiman Family Investments and the Cynosure Group will go toward advisor incentive offers and acquisitions
Almost two-thirds of low-income households said they've experienced significant financial hardship
Areas such as digital payments, and cryptocurrency and blockchain are increasingly making a mark
The succession planning process can be difficult, so plan ahead as much as possible