Practice

Lessons from advisors in rural Canada

Toronto is not the centre of the universe—and few know that better than advisors working in rural and remote areas. We spoke with three who say they’d never work in big cities, and their experiences are instructive for advisors all across Canada.

By Melissa Shin |January 17, 2014

9 min read

Advisor confidential | Maili Wong

Title: VP and Portfolio Manager, The Wong Group, CIBC Wood Gundy

By Kanupriya Vashisht |January 17, 2014

2 min read

Clients think advisors are overpaid

Advisors are very or somewhat overpaid, say more than three-quarters of people surveyed for a Business Insider audience poll.

By Staff |January 15, 2014

1 min read

BMO upgrading tax tech

Technology company Broadridge Financial Solutions will be streamlining BMO’s tax reporting and data management systems.

By Staff |January 15, 2014

1 min read