Advisor

Seniors say they know it all when it comes to finance Fallback Image Decorative pattern

Economic Indicators

Seniors say they know it all when it comes to finance

Canadian seniors are more likely than other age groups to give themselves a high mark for overall financial knowledge, shows BMO Financial Group’s third annual financial literacy report.

By Staff |February 3, 2014

2 min read

Working through disabilities Fallback Image Decorative pattern

Estate Planning

Working through disabilities

How to safeguard inheritance

By Suzanne Yar Khan |January 17, 2014

5 min read

Lessons from advisors in rural Canada Fallback Image Decorative pattern

Planning and Advice

Lessons from advisors in rural Canada

Toronto is not the centre of the universe—and few know that better than advisors working in rural and remote areas. We spoke with three who say they’d never work in big cities, and their experiences are instructive for advisors all across Canada.

By Melissa Shin |January 17, 2014

9 min read

Advisor confidential | Maili Wong Fallback Image Decorative pattern

Planning and Advice

Advisor confidential | Maili Wong

Title: VP and Portfolio Manager, The Wong Group, CIBC Wood Gundy

By Kanupriya Vashisht |January 17, 2014

2 min read