News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
With the recent acquisition of DundeeWealth Inc. by the Bank of Nova Scotia, the top 5 banks in Canada now control two thirds of the mutual fund assets under management and about one half of the licensed representatives that distribute mutual funds in Canada. It won’t be long until the disadvantages of an oligopoly will […]
By Vince Valenti | March 7, 2011
4 min read
It happens all too often. A financial advisor becomes seriously ill, disabled or even passes away unexpectedly. When this happens, one of the most valuable assets that an advisor owns – his or her client book – is left unattended. The beneficiaries and/or executors are left scrambling to sell the book with little or no […]
By Vince Valenti | March 5, 2010
Columnists
November 28, 2023|4 min read
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Tax & Estate
October 26, 2023|4 min read
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November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
September 15, 2023|3 min read
June 20, 2023|3 min read
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