Echelon Wealth Partners (formerly known as Euro Pacific Canada) has completed its purchase of Dundee Goodman Private Wealth.
How do you effectively communicate with immigrants when English isn't their first language?
We recently attended a two-day coaching course on the challenge of knowing and pricing your value. Here’s what we learned.
When advisors are fined by regulators but can’t pay, their firms aren’t responsible for picking up the tab. Philip Anisman, a Toronto-based securities lawyer, confirms this. “If an advisor violates securities laws and is sanctioned by the Commission, his employing firm should not be indemnifying him. That diminishes the sanction.” Also, firms aren’t typically responsible […]
A look at back-office administrative services
Part 1 in a series on selling your book: how and why to prepare
A more effective solution to potential conflicts of interest is to enhance the proficiency and professionalism of advisors, finds new research.
He had an incurable form of cancer called multiple myeloma for eight years. He was 79.
Six steps to a more responsive allocation
A look at how Ontario calculates the amount for separating spouses