Navigating Conflicts of Interest in the Financial Services Industry
It’s important to be aware of the ways that conflicts of interest can show up with financial advisors and how they can impact your portfolio.
Wealth & Family Law: Marriage and Common-law Relationships In Canada
Caroline Kim, lawyer & partner at Miller Thomson, joins us to talk about rights and responsibilities in a marriage or common-law relationship
The Evolution of Investment Advice in Canada: The Next-Generation Advisor
In this episode we discuss how the value proposition offered by investment managers is changing to meet the evolving needs of clients.
Pump & Dump is Alive and Well
What makes investors vulnerable and hurt financially after being drawn into schemes and scams that turn out to be too good to be true.
Wealth Management & Family Law Part 3: Unmarried Couples in Québec
Patricia Fourcand explains key aspects of family law that unmarried couples must understand regarding separation or division of assets.