Client

Client confidential: Donald Richardson Fallback Image Decorative pattern

Industry

Client confidential: Donald Richardson

Occupation retired City Toronto, Ont. Age 84 I’ve been investing for: 55 years Investable assets: more than $4 million How long I’ve had an advisor: on my own for 40 years Stocks and bonding In the 1940s, when I was a teen, my father would write a list of his investments and their daily performance. […]

May 6, 2016

3 min read

CI to handle penalties for shortchanged clients Fallback Image Decorative pattern

Industry

CI to handle penalties for shortchanged clients

What's happening to clients affected by the no-contest settlement between CI Investments and the OSC?

By Jessica Bruno |May 2, 2016

3 min read

Money-saving apps for clients Fallback Image Decorative pattern

Industry

Money-saving apps for clients

Advisors know that small changes can add up to big savings for clients. Smartphones make it easier for your clients to use technology to save money and track spending. Flipp Flipp is a free app that can be downloaded onto Android, Apple and BlackBerry devices. The Flipp app aggregates flyers from retail stores that can […]

By Lisa MacColl |April 8, 2016

2 min read

Client confidential: Ann Whiteway Brown Fallback Image Decorative pattern

Industry

Client confidential: Ann Whiteway Brown

Occupation lawyer; president of the Canadian Bar Association, New Brunswick branch City Woodstock, N.B. Age late 50s I’ve been investing for: about 25 I plan to retire: about 10 years Investable assets: enough to retire in 10 years How long I’ve had an advisor: about 25 years (various bank advisors) Years ago, I briefly played […]

April 8, 2016

2 min read