Arthur Fish, partner, Borden Ladner Gervais LLP in Toronto and manager of the Toronto Regional Wealth Management Practice, discusses the slippery slope of managing clients who are showing signs of cognitive impairment. He explains how to fulfill your professional obligations to impaired clients, and how to best help and manage relationships with them.
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
You and your clients may need to get creative in brainstorming strategies for borrowing
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers
2025 board members named for key OSC committee, FID, while IFBC’s Susan Allemang retires after 20 years
Panel orders more than US$50M in disgorgement, plus $5M in penalties and costs
A look at the status of selected tax proposals from the Trudeau government
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods