Home Suzanne Sharma

Consider that your expenses will be higher since you’ll have an extra person to feed and clothe. Here's how Canada's EI program works

  • February 15, 2018 September 9, 2018
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If you’ve ever wondered why we can’t have a single currency, you’re not alone

  • November 17, 2016 November 17, 2016
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Coreen Sol Coreen Sol is vice-president, portfolio manager at CIBC Wood Gundy in Kelowna, B.C. She serves more than 400 clients. Her practice is based on four portfolio models for most clients, and she has a separate platform for smaller accounts. The financial services industry is evolving. As advisors continue to adjust to CRM2 and […]

  • October 7, 2016 August 21, 2018
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Occupation principal at iLearn DL Secondary School City Surrey, B.C. Age 34 I’ve been investing for: 10 years Investable assets: more than $250,000 How long I’ve had an advisor: 10 years New beginnings I immigrated from Lahore, Pakistan to Montreal in grade two, and then moved to Surrey, B.C. a few years later. I started […]

  • October 7, 2016 August 21, 2018
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Toronto-based couple is considering moving closer to either set of their elderly parents

  • September 9, 2016 September 7, 2018
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The firm’s recent acquisition of 3Macs isn’t deterring the advisory firm from additional opportunities.

  • June 22, 2016 August 21, 2018
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An interview with George Garner, head of national sales.

  • June 8, 2016 August 21, 2018
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One player has launched an automated platform for advisors to manage client portfolios.

  • May 24, 2016 August 21, 2018
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Daughter wants to know her legal options

  • May 13, 2016 September 7, 2018
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Clients who need access to cash will come to you for solutions

  • May 6, 2016 September 10, 2018
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