The author of the book The Financial Advisor’s Guide to Excellence is Daniel Collison. Incorrect information appeared in our February issue. Investment Executive apologizes for the error.
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Over a 30-year career, Sybil Verch sees opportunities where others see obstacles
For a young Penny Stayropoulos, financial planning was a beacon amid crisis
Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985
Segmenting your clients by revenue rather than assets can provide valuable insights
Gambling on potential legislative outcomes undermines confidence in tax system, lawyers say
TD speeds up CEO exit, announces board changes, plus moves at Optimist and Franklin Templeton
'Canadian companies are rightly highly concerned,' Desjardins says
Fund change triggered large tax bills for certain investors, regulators alleged