Planning and Advice

Advisor confidential | Sybil Verch

Senior VP, branch manager and portfolio manager, Raymond James Ltd.

By Kanupriya Vashisht |February 7, 2014

2 min read

Give technology to clients

When it comes to gifts for tech-savvy clients, simple is usually better. Here are some suggestions to maximize your marketing budget.

By Lisa MacColl |February 7, 2014

2 min read

My Best Event: Horsepower

Have you ever tried to think like a horse? John Welch of Toron AMI International Asset Management has. And it’s worked to his benefit. In fact, just like a racehorse, he’s focused, driven and keeps his end goal in mind. And he uses these qualities when networking within equestrian circles, a subculture that’s known for having numerous events and fundraisers. One event he supports is Polo for Learning, which raises money for childrens’ charities.

By Stuart Foxman |February 7, 2014

2 min read

Majority will hit retirement goals

More than half of Canada’s future retirees (55%) are comfortable that they are on track to achieve their retirement goals, on par with 2012 results (53%), according to a Scotiabank poll.

By Staff |February 6, 2014

2 min read