Planning and Advice

Justifying your annual fee

Our clients see exactly how much we earn on their investments. For our average client, that’s well over $3,000 a year, which can sometimes lead to sticker shock.

By Mathieu Paradis |August 25, 2011

3 min read

IIROC launches equity trading guide

IIROC is helping investors understand equity trading better.

By John Powell |August 23, 2011

1 min read

Demographics sway philanthropic choices

Anne Brayley, vice president professional advisory services at the Toronto Community Foundation recently spoke with Sara Plant, Vice President and National Director, Wealth Services at BMO Harris Private Banking, about high-net-worth clients and their approach to philanthropy.

By Anne Brayley |August 23, 2011

3 min read

Broadridge introduces mobile proxy voting

Thanks to Broadridge Financial Solutions, proxy voting is as close as your smartphone and tablet.

By Staff |August 22, 2011

1 min read