Investors are expecting higher levels of transparency than ever before, holding their investment managers to the highest ethical standards, and are laser-focused on returns.
Nick Bakish director of wealth management, Richardson GMP, Montreal Designations: CFA, CLU, TEP, Fin. Pl., FCSI The gold standard is the CFA. It’s internationally recognized and requires the most study. The designation gives me a framework to evaluate pricing for various securities, so I can employ an appropriate investment strategy. For example, understanding pricing models, […]
The authors identify red flags investors should watch for when assessing company stocks.
Identify which clients to focus on and which to let go
Two thirds of immigrants to Canada are saving for retirement, finds a survey by BMO Wealth Management.
If you could access a million new clients, would you?
It takes four years, on average, to get a CFA designation. It took Vince Fabiano eight. Find out what he learned along the way.
When 27-year-old advisor Connor Hewson joined his family’s practice three years ago, he knew he’d have to contribute something unique.
There’s competition from inside and outside the industry
IFIC and the IIAC are calling on the Ontario government to enact a general legislative framework for financial planners.