Planning and Advice

Mentoring builds better businesses, advisors Fallback Image Decorative pattern

Planning and Advice

Mentoring builds better businesses, advisors

A year into her job at Rogers Group Financial, Cecilia Tsang wrote a test that would have a profound impact on her career. But it wasn’t tied to any designations or certifications. The result would help her gain entry to the group’s articling program, a lengthy mentorship opportunity.

By Terri Goveia |April 11, 2011

10 min read

Kagan leaves Macquarie Fallback Image Decorative pattern

Planning and Advice

Kagan leaves Macquarie

Macquarie Private Wealth has announced the departure of CEO Bruce Kagan, following “a great run” at Macquarie and its predecessor firm, Blackmont. The firm says Kagan was satisfied with the integration of Blackmont into Macquarie, and with that process completed, was moving on. Kagan has been succeeded by Earl Evans, who until now has been […]

By Staff |April 11, 2011

1 min read

Debt: Why drown to learn how to swim? Fallback Image Decorative pattern

Planning and Advice

Debt: Why drown to learn how to swim?

Sometimes we all need to reassess ourselves. Sometimes we all need to step back and examine where it is we are going and where we have been. In writing this column for Advisor.ca, it is probably time that I reevaluate my stance.

|April 11, 2011

6 min read

Focus on money management means better advice Fallback Image Decorative pattern

Planning and Advice

Focus on money management means better advice

David LePoidevin, VP and portfolio manager at National Bank Financial in Vancouver started his career in Toronto and moved to Vancouver as his book of business began to swell. He built his business the old fashioned way: through cold calling. Being in his 20s at the time helped. Being young wasn’t a problem because he […]

By Vikram Barhat |April 8, 2011

9 min read