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What clients want from a successor when their advisor retires

Relationship-based skills may be more important than performance

British columbiaJoseph devaneyKevin burkettDavid milsteadRobert coruzziNadine ahnRachelle younglaiWilmot georgeBrenda bouwAlison macalpineBrianne gardnerNicole ewingErica aliniVelocity investment partners at raymond james ltdCanada revenue agencyBurkett asset management ltd

Advisors face difficult discussions about fees for bare trust filing services

With the CRA’s last-minute change, tax returns had already been filed in many cases

British columbiaDavid burnieJoseph devaneyChristian battistelliAaron hectorBrianne gardnerVelocity investment partners at raymond james ltdCanada revenue agencyRyan lamontagne incLog increate freeGlobe advisorVelocity investment partnersRaymond jamesVideo tax newsBryan lamontagneGomes financial partners

What is not a bare trust for tax purposes?

What is not a bare trust for tax purposes?
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British columbiaBrianne gardnerFrank dipietroVelocity investment partners at raymond james ltdCanada revenue agencyLog increate freeGlobe advisorVelocity investment partnersRaymond jamesMackenzie investments

The Daily Chase: Bull market rolls on, Lynx Air goes bust

The Daily Chase: Bull market rolls on, Lynx Air goes bust
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TSX composite ekes out gain, U S stock markets move higher as earnings roll in

TSX composite ekes out gain, U S stock markets move higher as earnings roll in
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