Practice

The secret to hiring summer students

Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience

By Melissa Shin |July 11, 2023

5 min read

Almost half of Canadian investors plan to switch advisors: survey

After a volatile year in markets, more clients say they're willing to work with multiple providers

By Maddie Johnson |July 6, 2023

2 min read

Canadians’ confidence in ability to retire on time plummets: Report

A new survey shows Canadians anticipate working an average of six years longer than they would like

By Staff |June 26, 2023

2 min read

Fintech in focus: PureFacts Financial Solutions Inc.

Firm uses AI to select products and identify clients at risk of leaving

By Greg Meckbach |June 21, 2023

3 min read