Most Canadian firms still use account-level models despite favouring household-level suitability
President & CEO of iA Private Wealth explores the unintended consequences of barriers to entry in the age of social media
Evan Inglis explains that despite the utility of homes as an asset, he wants to give clients a range of options beyond selling a house to cover late retirement
Morningstar Canada to host a practical session on suitability, documentation, and product risk in a post-CFR environment
Ryan Lee, a certified financial planner, explains how he builds trust in the digital era
Portfolio manager says the media may be missing the bigger picture in the snowbird property selloff
