Advisor

A new look for two Montreal advisors Fallback Image Decorative pattern

Planning and Advice

A new look for two Montreal advisors

The Conseiller.ca team in Montreal made over two advisors, Josée Jeffrey and Denis Preston.

By Bruno Geoffroy, Conseiller.ca |April 27, 2015

5 min read

Why you should build a diverse team Fallback Image Decorative pattern

Industry

Why you should build a diverse team

Our industry is undergoing a fundamental shift in how we advise clients. There will likely be more emphasis on a full wealth management approach, rather than just portfolio management. So advisors need to adapt.

By Craig White and Grant White |April 24, 2015

3 min read

Advisors and clients bearish heading into Q2 Fallback Image Decorative pattern

Industry

Advisors and clients bearish heading into Q2

Following the increase in bullish sentiment on gold prices, investors also showed increased bullishness for silver bullion, moving to 41% from 36% last quarter. The majority of advisors were neutral on silver, at 43%.

By Staff |April 16, 2015

3 min read

Client Confidential: Navi Kanagalingam Fallback Image Decorative pattern

Planning and Advice

Client Confidential: Navi Kanagalingam

Navi Kanagalingam is a realtor from Markham, Ontario.

April 10, 2015

3 min read