Home Evelyn Juan

Corinne is 50 and has finally paid off her mortgage. She and her wife Sandra both work in hospitality, and are looking for a new challenge. Their home’s on the shores of Lake Ontario and they plan to transform it into a bed and breakfast. They decide to buy a bungalow further inland to live in. The B&B property is in Corinne’s name.

  • May 9, 2014 August 21, 2018
  • 00:08

Janine is a top civil engineer at a prestigious Canadian firm. She accepted an offer from a competing company that gave her a better title and a 20% raise.

  • April 4, 2014 August 21, 2018
  • 00:10

What happens when clients own too much of one thing.

  • April 4, 2014 August 21, 2018
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Find untapped client sources to build your book.

  • March 7, 2014 December 5, 2022
  • 00:07

Scotia Private Client Group has snagged Greg Steers, a financial advisor from National Bank Financial who oversaw roughly $500 million in assets.

  • February 26, 2014 August 21, 2018
  • 15:00

Going to another firm isn’t easy, given the risk of losing part of your book.

  • February 14, 2014 August 21, 2018
  • 05:59

OSC continues investigating a record-keeping discrepancy

  • February 14, 2014 September 9, 2018
  • 00:00

Raymond James Ltd. is launching a payout program for U.S. client referrals from Canadian advisors in a bid to expand its reach south of the border.

  • January 21, 2014 August 21, 2018
  • 05:59

The challenges of this new trend

  • January 17, 2014 September 9, 2018
  • 00:00

Why they’re launching mutual funds

  • December 10, 2013 September 9, 2018
  • 00:11