Planning and Advice

My Best Event: Family movie day

Financial professionals strive to give clients the big picture. Frank and Derrick Ortencio of Toronto took that literally, treating clients and their guests to a 3D release on the big screen at their annual Family Movie Day.

By Stuart Foxman |April 2, 2013

2 min read

Advisor confidential | Kevin Hegedus

We’re active managers. We use fixed income, ETFs, ETNs, individual securities and mutual funds with hard-to-duplicate strategies.

By Kanupriya Vashisht |April 2, 2013

2 min read

Canadian social security appeal tribunals merged

In the past, appeals over social security funding were divided between four separate tribunals.

By Staff |April 1, 2013

1 min read

Is retirement planning a waste of time?

A year ago, I outlined in my piece why the retirement planning process should begin immediately after the rush of RRSP season. This column should be considered as a companion piece.

By Peter Drake |April 1, 2013

4 min read