Practice

EMDs must fix regulatory deficiencies, says OSC

The OSC has released findings of its targeted review of portfolio managers and exempt market dealers.

By Staff |May 31, 2013

2 min read

Do you have too many clients?

I tried to manage 350 households by myself. What was I thinking?

By Robert Abboud |May 31, 2013

2 min read

Advisor analysis – Warren MacKenzie

Karen and Sam have two major objectives: to maintain their current standard of living in retirement and to care for their disabled daughter. They’ve done well to accumulate a net worth of about $1.65 million, after capital gains tax. But the numbers don’t add up for them to maintain their lifestyle if they retire now and never work again.

By Warren MacKenzie |May 30, 2013

2 min read

Premium Advice — Planning for the unexpected job loss

An unfortunate reality today is that some clients are finding themselves without work

By Chris Paterson |May 29, 2013

4 min read