FINTRAC wants you to watch for these 17 signs
A look at how Ontario calculates the amount for separating spouses
Thirtysomethings share what’s on their minds
Your clients live life in the fast-paced worlds of business and finance, so treat a lucky few to the rubber-melting speed of a Formula One race.
The advisor Amy Dietz-Graham is an investment advisor at BMO Nesbitt Burns in Toronto. She has worked there since 2007. She’s IIROC-registered, insurance- and options-licensed, and also has her CIM. The challenge Declining a wealthy prospect. How she got started At age 11, Dietz-Graham started sitting in on meetings between her dad and his advisor. […]
Advisors fundamentally misunderstand female clients, and the result shows up in client satisfaction statistics.
Clients are demanding more. Compliance costs are rising. Retirees are decumulating. Everyone’s going after the million-dollar client
How gamifying your approach can result in a win for all
Elizabeth Hurly is an associate financial advisor at Raymond James Financial Planning Ltd. About one-third of her clients are part of the LGBTQ community. The rest are business executives, many of whom are women. Prior to last June’s U.S. Supreme Court ruling that legalized gay marriage nationally, many Americans had to come to Canada to […]
This client talks about his advisor and his kids' futures