More than three quarters of retired Canadians who have had a financial planner for at least a decade are happy with the level of funding they have for their twilight years
The firm failed to report to the MFDA suspected prohibited trading activities of one advisor and inadequately supervised the investment recommendations of another advisor
The FTSE TMX Canada NVCC bond index had 14 issues from five issuers and a market capitalization of approximately $15.6 billion as of Nov. 30
The third annual competition requires students to prepare a document and video on whether robo-advisors will help clients’ meet their financial planning needs
Asset allocation is based on specific retirement dates
Potentier replaces Moncion following her appointment to the Senate of Canada
The asset-management firm has decided that it’s no longer feasible to continue the fund following this year’s annual redemption of its units
Jamie Robertson will oversee the firm’s Canadian asset allocation franchise, which includes portfolio management, research and development
The enhanced support for clients is as a result of a new partnership the firm has established with Medical Confidence
The firm is also lowering the management fees of Franklin Quotential Balanced Growth Portfolio and Franklin Quotential Balanced Growth Corporate Class Portfolio