As part of our coverage of the federal election, Investment Executive profiles candidates who are working or who have worked in the financial services industry.Here we look at John McCallum, Liberal candidate in the Ontario riding of Markham-Unionville.Before running for office in the 2000 federal election, John McCallum was familiar to some Canadians as a […]
As part of our coverage of the federal election, Investment Executive profiles candidates who are working or who have worked in the financial services industry. Here we look at Mark Holland, Liberal candidate in the Ontario riding of Ajax-Pickering.Mark Holland, the Liberal incumbent for Ajax-Pickering, believes debt management is the most pressing financial issue facing […]
As part of our coverage of the federal election, Investment Executive is profiling candidates who are working or who have worked in the financial services industry.Here we look at Liberal candidate Ron Symic:Ron Symic, the Liberal candidate for Edmonton-Sherwood Park, was motivated to make his first run for public office by a deep sense of […]
A clients windfall – from a lottery, an inheritance or a real estate sale - is a good opportunity to too create a full financial plan to outline options
As part of our coverage of the federal election, Investment Executive is profiling candidates who are working or who have worked in the financial services industry.Here we look at Liberal candidate Scott Brison:Scott Brison, the 39-year-old Minister of Public Works and member from the Nova Scotia riding of Kings Hants, believes maintaining Canada’s competitive position […]
An opportunity to increase the depth of business with each client
These financial professionals trade their laptops for electric guitars after work
IPC’s Naguib Kerba says visual aids and a special program he has devised help him fine-tune clients’ financial pictures
A woman’s purse is more than an accessory. Advisors need to understand the special challenges many women face, particularly in retirement planning
Brokers rated succession planning low in importance but their firms are concerned about a smooth transition of assets