MFDA advisors might soon find themselves subject to higher proficiency standards.
Stemming broker defection is a challenge in any merger.
Your client’s daughter, Ashima, is a budding inventor. She’s just devised an improved circuit for a power converter controller, and has already determined it’s new, useful and inventive (the criteria for patent protection). She wants to patent her design, because she’s confident several companies will want to license it. But she’s hesitant, because a patent would make her intellectual property public. She’s also unfamiliar with the legal process.
You’ve invented something that’s new, useful, and innovative. You’re confident companies will want to use this advance, so you need to patent the design.
National Bank Financial will soon allow advisors to give related clients single-family pricing, regardless of where each household member lives.
Consider this five-step process when selecting managers
People are always on the lookout for cheaper ways to invest. And for some Canadians, that’s meant turning to exchange-traded funds (ETFs)
Recently, one of Tim Morton’s clients asked him to help with some do-it-yourself ETF trading. Morton’s a financial advisor with CIBC Wood Gundy and his client has a self-directed side account. He wanted those DIY trades in Canadian ETFs to complement the globally focused portfolio he has with Morton. “He’s an intelligent man, very experienced […]
Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome.
Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome. He’s living a happy, fulfilling life, and his parents plan to put away money to cover needs he may have after they pass away. They want to create a Henson Trust, a fully discretionary trust that can grow to any amount without affecting certain means-tested government benefits. Since the trustee will have full control over distributions, choosing the right person is critical.