Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, outlines three different RESP scenarios that advisors can discuss with clients. She spoke with Clare O’Hara, Investment Executive staff writer, at the TMX Broadcast Centre in Toronto.
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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
S&P 500 will fall to 4,100, Canada will also see a recession, Peter Berezin forecasts
RBC still requires the credential in retail branches, FSRA provides date for forthcoming title protection review
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Rep arranged a loan from one client to another to repay a "gang" debt