Director, Private Client Portfolio Management, Mawer Investment Management Ltd.
Currently, anyone can hold themselves out as a financial advisor in the province regardless of their background or credentials.
Advocis has launched a Find an Advisor website to help consumers find an advisor who meets their needs.
Cole Kachur has pierced a client base of successful, wealthy people. Who? Dentists. How? By offering CE-accredited professional development sessions on tax issues, insurance strategies and succession planning that are priorities for this client base.
Title: Vice President, Investment Advisor, TD Waterhouse
Advisors often fail to capitalize on the unique characteristics that set them apart from legacy and big-brand competitors, says SEI.
Clients and regulators are asking a lot of you. But they don’t always know what you do.
As focused as advisors are on their clients’ retirement goals, many don’t realize some of their peers are continuing to work well past 55.
Your small-business owning clients are putting all of their energy into planning and establishing their companies.
PlanPlus announced the inaugural winners of its Global Financial Planning Awards.