Client

Planning and Advice

Deciding on client gifts? Follow these tips

Over the holidays, choosing and finding the right gifts can be challenging.

By Staff |December 5, 2014

1 min read

Planning and Advice

Clients will gossip about bad service

A survey of customers' attitudes towards service in retail has some takeaways for advisors.

By Staff |November 14, 2014

1 min read

Industry

Mackenzie Investments launches planning resource hub

Mackenzie Financial has introduced a resource hub today called LIVE IT.

By Staff |November 3, 2014

1 min read

Industry

New program helps wealthy families manage money themselves

A new program at the University of Toronto's Rotman School of Management will help wealthy families manage their own money.

By Staff |October 3, 2014

1 min read

Industry

4 trends banks need to watch

Canada’s banking environment is shifting.

By Staff |September 29, 2014

1 min read

Planning and Advice

Why you should target Gen Y clients

As Millenials build their careers, seek them out.

By Staff |August 11, 2014

2 min read

Industry

OBSI hiring more investigators

Since the end of 2013, OBSI's mandate has been expanded by CSA.

By Staff |July 28, 2014

1 min read

Economic Indicators

Seniors richer than a generation ago

Seniors today have never been better off financially, and are four times richer than their parents were at the same age in the mid-1980s,

By Staff |July 11, 2014

2 min read

Industry

McIntyre named president of Sentry

Sentry Investments has named Sandy McIntyre as president of the company. He will continue to guide the Investment Management team as Chief Investment Officer “As chief investment officer, Sandy McIntyre has assembled a portfolio management team that is recognized as one of the best in the Canadian financial services industry,” said John Driscoll, Sentry’s CEO. […]

By Staff |February 2, 2011

1 min read

← Previous 1 … 31 32 33