Client engagement

No place like home?

hen markets are volatile, investors prefer to stick close to home.

By Staff |September 4, 2013

1 min read

Canadian client satisfaction rises, says study

Investors’ overall satisfaction with financial firms has improved in Canada.

August 27, 2013

3 min read

Equitable Life launches simple-issue WL insurance

Equitable Life of Canada has introduced a whole life insurance product called Final Protection.

By Staff |August 26, 2013

1 min read

Traditional media offers best financial tips, say investors

Investors still look for traditional, reliable news sources.

By Staff |August 23, 2013

1 min read