Every year Golf Canada and the PGA Tour—the U.S.-based pro-golf circuit—put on the RBC Canadian Open. The tournament, first contested in 1904, draws many of the world’s top-ranked players, with past champions including such household names as Tiger Woods. The event’s a big attraction for golf lovers with VIPs to entertain. This past July, it […]
Victoria Summerhill Fox Occupation Administrative assistant & web manager at Birthright International City Pickering, Ont. Age 23 I’ve been investing: 9 years I plan to retire: when I can maintain a lifestyle as a homeowner and occasional world traveller Investable assets: under $50,000 I’ve Been with my advisor: 3 years Born a saver As a […]
Two thirds of immigrants to Canada are saving for retirement, finds a survey by BMO Wealth Management.
Lesley Isaacs Occupations Operational specialist City Toronto Age early 40s I’ve been investing: since I was 19 I plan to retire: the year when I’ve saved enough; raising a family makes the process longer. But, when I’m mortgage-free, I’ll feel closer. Investable assets: less than $250,000 I’ve Been with my advisor: more than 18 years […]
Advisors can teach clients that what seems counterintuitive -- buying when the market is down, or selling when it is up to return the portfolio to the desired asset allocation -- is actually in their best interests.
The Financial Regulatory Authority is pushing back against a U.S. government proposal meant to cut down on conflicts on interest between brokers and investors.
More than half of Canadians respond to work-related calls and emails outside of regular work hours.
Advisor Group content editor, Jessica Bruno, is tracking efforts toward fairer markets, digging into avenues for client advocacy and the monitoring the push for the increasing professionalization of the advice industry.
Use quieter days at the practice to refresh your firm, reconnect with clients, and plan ahead.
David Boyd is vice-president, portfolio manager at BMO Nesbitt Burns in Windsor, Ont.