Comprehensive wealth management can result in value of 2.88% A study from Toronto-based Russell Investments Canada Ltd. has found that financial advisors deliver value at a level almost triple the typical advisory fee of 1%. Value of an Advisor< study pegged the value of an advisor who performs comprehensive wealth management at 2.88% in 2020. […]

U.S. persons living in Canada could benefit from COVID-19 government relief packages on both sides of the border – and financial advisors can help these clients determine where they might be eligible for help. Both the U.S. and Canadian governments have introduced a series of financial support measures to help working people, business owners and […]

It’s time for pre-retirees to start taking concrete steps. For many pre-retirees or those entering retirement, the repercussions of COVID-19 and market turbulence have added new fears to their financial future. Yet this is the very time for these investors to carefully prepare for the future. Ideally, that preparation should have begun earlier, according to […]