Minister of State (Social Development) Candice Bergen reminds advisors to make sure they tell clients about government savings vehicles for education and the disabled (RESPs and RDSPs) She spoke at the CIFPs 2015 annual conference in Vancouver.
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
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office