Netanya knows a lot of people lost money in 2008, but thinks her advisor did a poor job by losing more than half her money.
President, Ron Graham and Associates Ltd.
Senior VP, branch manager and portfolio manager, Raymond James Ltd.
Canadian seniors are more likely than other age groups to give themselves a high mark for overall financial knowledge, shows BMO Financial Group’s third annual financial literacy report.
How to safeguard inheritance
Toronto is not the centre of the universe—and few know that better than advisors working in rural and remote areas. We spoke with three who say they’d never work in big cities, and their experiences are instructive for advisors all across Canada.
Title: VP and Portfolio Manager, The Wong Group, CIBC Wood Gundy
Canaccord Genuity Wealth Management’s Canadian president John Rothwell has left the company and is replaced by Stuart Raftus, effective today.
Advisors are very or somewhat overpaid, say more than three-quarters of people surveyed for a Business Insider audience poll.
The carpenter you asked to install your hardwood floors can teach you about becoming a better advisor.