George Hartman, co-founder & managing partner at ELITE Advisors Canada Ltd, CEO at Market Logics Inc. explains the demographic shifts that will cause a rise in the demand for professional financial advice. He spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.
The Canadian Chamber of Commerce said a tariff could rip $30 billion out of the national economy
CRA has identified more than 2,500 groups that belong to the GHW population
A full-time chair will be appointed in December, followed by a new board
The firm’s global wealth management business earned $216.5 million
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