Women

U.S. Trust promotes gender lens investing Fallback Image Decorative pattern

Industry

U.S. Trust promotes gender lens investing

Are your clients passionate about social issues, such as the promotion of women? If so, gender lens and social investing can help them stick to their values and earn returns at the same time.

By Martha Porado |June 1, 2012

2 min read

Zoom in on gender-lens investing Fallback Image Decorative pattern

Industry

Zoom in on gender-lens investing

Putting money toward change reaps social and financial returns

By Martha Porado |June 1, 2012

3 min read

Laurentian VP awarded Aces of Finance prize Laurentian VP awarded Aces of Finance prize

Industry

Laurentian VP awarded Aces of Finance prize

Stéfanie Pelletier, vice-president of Finance for Laurentian Bank, was honoured recently with an Aces of Finance Award in the Emerging Financial Executive category.

By Staff |May 14, 2012

1 min read

Knowledge checklist for passive partners Fallback Image Decorative pattern

Planning and Advice

Knowledge checklist for passive partners

If you have clients married to business owners, here’s some crucial information they should know, especially if they’re named in the articles of incorporation or partnership agreement

By Melissa Shin |May 1, 2012

2 min read