En raison de la grève de Postes Canada, il y aura un délai dans la livraison des livres.

Clients should consult advisors before spending big

Canadian financial advisors need to have a serious talk with clients who are pondering big-ticket purchases in the post-…

INVESTMENT | July 14 2021 01:30PM
FP Canada names new chair

Martin Dupras named as new board chair at FP Canada.

INVESTMENT | June 25 2021 01:02PM
Manulife Bank Debt Survey reveals significant planning issue

More parents are helping their adult children purchase their first homes, sometimes taking on additional debt themselves…

SOCIETY | June 18 2021 01:00PM
Canadians unaware of the signs of financial elder abuse

Majority of survey respondents, 91 per cent, say there are barriers preventing them from discussing financial matters wi…

SOCIETY | June 15 2021 12:00PM
Croesus partners with Conquest to offer financial planning capabilities

Users will have the ability to build customized financial plans for their clients based on the data residing in Croesus.

INVESTMENT | June 10 2021 02:56PM
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One in five plan to switch wealth management firms

One in five Canadian investors plan to switch wealth management firms in the next three years, according to a new report…

INVESTMENT | June 08 2021 03:15PM
Advisors targeting younger clients

Next gen clients represent a growing part of advisor clientele, says report.

INVESTMENT | May 27 2021 10:20AM