Brent McKay, financial advisor for Sun Life Financial in Simcoe, Ont, gives three key tips on how to succeed in a smaller business centre: take a leadership role in the volunteer community; make confidentiality paramount; and deliver consistency to grow existing relationships. He spoke to Dan Richards from ClientInsights at the TMX 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
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