Lionel Laroche, the owner of Markham, Ont.-based MultiCultural Business Solutions, provides practical tips about connecting with clients in our era of cultural diversity. Laroche explains why advisors should pay attention to differences in risk aversion, English proficiency and soft skills. He spoke at the Financial Planning Vision 20/20 Symposium 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