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
If you’ve ever wondered why we can’t have a single currency, you’re not alone
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 […]
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 […]
Toronto-based couple is considering moving closer to either set of their elderly parents
The firm’s recent acquisition of 3Macs isn’t deterring the advisory firm from additional opportunities.
An interview with George Garner, head of national sales.
One player has launched an automated platform for advisors to manage client portfolios.
Daughter wants to know her legal options
Clients who need access to cash will come to you for solutions