The number of clients a financial advisor has depends largely on the advisor. Again, a typical client count is anywhere from 50 to 150 but there are several variables that can influence the actual ...

For many advisors, the decision to focus on a specific niche stems from their lived experiences. That’s the case for Anna ...

Making a name for yourself in the financial advisor space can be a test of your entrepreneurial and creative skills. There's steady pressure to keep pace with trends and stay up to date on the ...

BMO has launched a client-facing financial planning portal, My Financial Progress, based on Conquest Planning’s software, the ...

iStock / Skynesher The trust that Canadians have in financial advisors, the financial industry and digital advice turned more positive last year, after an extended period in which all three measures ...

Sun Life Financial Investment Services (Canada) Inc. is a competitor for both types of advisors, offering several ways to ...

Volatile markets this past week reflect a global financial system under pressure as banks in the U.S. and Europe struggle under the weight of rising interest rates. Amid the turmoil, some financial ...

What truly sets Rich Ceffalio apart is the ability to blend professional excellence with genuine compassion. It's a rare ...

More than half of respondents (53%) are concerned their advisor wouldn’t give them advanced notice before retiring. Other worries include that a new advisor won’t protect their finances (43%) and that ...

1. They set clear financial goals The mind is a powerful tool. When you get clear about what you want, when you want it, and have a strong "why" behind your goal — your brain can't resist.

James P. Gunn has been a financial advisor for over 25 years. He is the president of the independent wealth management firm Halton Wealth Management in Burlington, Ontario. There, he provides ...