In segment two of this 12-part series, Chris Funnell, founder of TermCanada.com, explains how he builds client relationships without ever meeting clients in person. He spoke with Jim Ruta, performance consultant with the Expert Institute, at he TMX Broadcast Centre in Toronto.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Regulators cite concerns about high-pressure sales tactics in bank branches
Ontario's premier called the tariff threats serious, unfounded
Trump threatened to impose a 25% tariff on all products from Canada, Mexico