News and resources for Canada's top financial advisors
Est. 1998
Industry
The Financial Planning Standards Council has announced its 2013 Fellows of FPSC.
By Staff |August 1, 2013
1 min read
A student from Nova Scotia won TD Bank’s community leadership scholarship.
By Staff |May 28, 2013
The Exempt Market Dealers Association of Canada (EMDA) announced the winners of the 2013 EMDA Awards. The awards, created to recognize the exempt market deal of the year, will be presented today at the 2013 EMDA Exempt Market Conference in Toronto. Also read: IIROC updates Restricted Dealer Member Proposal “The winners are helping to finance […]
By Staff |May 2, 2013
The FPSC is calling for 2013 nominations for two recognition programs.
By Staff |February 11, 2013
Northwood Family Office was named best family office in Canada by the 2013 Euromoney Private Banking and Wealth Management Survey.
For the third year in a row, TD Bank Group has been named the number one Canadian company in investor relations (IR) at the IR Magazine Awards – Canada 2013.
By Staff |February 8, 2013
RBC has received numerous acknowledgements in the 2013 Euromoney Private Banking and Wealth Management Survey, winning awards for the "Best Private Banking Services Overall" in Canada for a sixth consecutive year, the Caribbean for the fourth year in a row and in the Cayman Islands for the second year running.
By Staff |February 7, 2013
The Lipper Fund Awards were handed out Tuesday night in Toronto to Canada’s top mutual funds. The awards, part of the Thomson Reuters Awards for Excellence program, honour funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers, as well as fund families with high average scores for all funds within a […]
By Staff |February 6, 2013
2 min read
Richardson GMP has become the first Canadian investment advisory firm to be certified for fiduciary excellence. After a rigorous assessment process to audit its practices, the Centre for Fiduciary Excellence (CEFEX) has determined that Richardson GMP’s Portfolio Management Account platform (for advisors who have complete control over decisions for their clients) and the firm’s Separately […]
By Staff |December 12, 2012
Women help boost the performance and reputation of your company.
By Staff |December 4, 2012
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