Practice

CIBC overcharged some investors for 14 years

Clients with fee-based accounts holding investments with embedded trailer fees were overcharged. The bank has a plan to pay it all back.

By Staff, with files from The Canadian Press |October 26, 2016

1 min read

Help clients use more of your services

Creating complementary offerings can help clients take full advantage of your expertise.

By John Lorinc, Canadian Business |October 21, 2016

2 min read

Four tips to help clients take control of their retirement

There has been much doom and gloom surrounding the discussion of retirement in Canada recently.

By Camilla Cornell |October 20, 2016

2 min read

Know what your travel insurance covers

Susan Goldberg examines the fine print of travel insurance policies for Snowbirds.

By Susan Goldberg |October 13, 2016

4 min read