News and resources for Canada's top financial advisors
Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.
By Nathalie Boutet | January 9, 2017
3 min read
Transferring a practice is often the largest business deal a financial advisor will oversee.
By Staff | December 9, 2016
1 min read
Tips to ensure a smooth succession
By Margaret O’Sullivan | October 28, 2016
5 min read
Understand your obligations and rights
By Doug Carroll | October 21, 2016
Parrott has been involved with CLIEDIS for 18 years.
By Staff | May 25, 2016
Under the current system, it is easier to sell to a third party than it is a family member.
By Staff | May 17, 2016
What happens when an advisor is incapacitated or dies suddenly? How will clients continue to be served without disruption?
By Christopher Ambridge | May 27, 2015
2 min read
When it comes to selling a client’s business, timing matters.
By Mark Groulx | January 19, 2015
Damon Williams and Alex Khein have been appointed as co-CEOs, reporting to George Lewis, group head, RBC Wealth Management & RBC Insurance.
By Staff | December 9, 2014
Business owners need to plan better for their successions.
By Staff | September 24, 2014