Business

Business owners aren’t ready for retirement: Report Fallback Image Decorative pattern

Industry

Business owners aren’t ready for retirement: Report

Research shows that most Canadians aren’t prepared for retirement, and a recent BMO report reveals business owners are no different. In fact, they’re considering increasing savings or selling their businesses to help reach their retirement goals. Read: Changes to corporation taxation: what you need to know The report’s highlights include: Read: Help investors move away […]

By Staff |October 20, 2016

2 min read

What’s in store for independent advisors? Fallback Image Decorative pattern

Industry

What’s in store for independent advisors?

It’s the dream that dare not speak its name: calling it quits at the big firm and heading out on your own. According to an article in Bloomberg, it’s a dream that’s becoming reality for more and more U.S. advisors. The article reports independent registered investment advisors have more than doubled their AUM — to […]

By Staff |October 17, 2016

2 min read

Echelon Wealth Partners announces partnership Fallback Image Decorative pattern

Industry

Echelon Wealth Partners announces partnership

Echelon Wealth Partners (EWP) has teamed up with Calgary-based portfolio manager Shaunessy Investment Counsel. The partnership will provide EWP clients access to the firm’s ETF portfolio platform. Read: Echelon loses advisors after acquisition, but made profit EWP will initially offer its clients Shaunessy’s proprietary Institutional Global Balanced Composite for investment accounts of at least $50,000. […]

By Staff |October 17, 2016

1 min read

HSBC snags CIBC exec to head wealth management Fallback Image Decorative pattern

Industry

HSBC snags CIBC exec to head wealth management

Larry Tomei succeeds Betty Miao, who is taking a new role with HSBC in Asia.

By Staff |October 17, 2016

1 min read