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Advisor confidential | Kathryn Del Greco Fallback Image Decorative pattern

Planning and Advice

Advisor confidential | Kathryn Del Greco

I stay away from heavily layered investments with high embedded fees. If I can’t explain the investment in 30 seconds, I don’t recommend it.

By Kanupriya Vashisht |December 3, 2012

2 min read

More than 600 pass CPA exam Fallback Image Decorative pattern

Industry

More than 600 pass CPA exam

The results of the 2012 Uniform Evaluation were released this morning.

By Staff |November 30, 2012

1 min read

CIBC Asset Management to replace sub-advisor Fallback Image Decorative pattern

Industry

CIBC Asset Management to replace sub-advisor

CIBC Asset Management Inc. (CAMI) intends to replace Aletheia Research and Management, Inc. as sub-advisor for its Imperial U.S. Equity Pool, Frontiers U.S. Equity Pool, Renaissance U.S. Equity Growth Fund and Renaissance Global Focus Fund. Read: CIBC is Canada’s strongest bank…or is it? On November 11, 2012, Aletheia filed for protection under Chapter 11 of […]

By Staff |November 27, 2012

1 min read

Canadians value financial planning Fallback Image Decorative pattern

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Canadians value financial planning

Canadians understand the significance of a financial plan, especially for tackling life’s major milestones, says a BMO Financial Group survey. The study says 85% of those polled are confident their financial plan will help them achieve their financial goals. Most believe it is essential for being prepared for major milestones. Read: Investors want plain-talking advisors […]

By Staff |November 16, 2012

2 min read