by admin | Aug 24, 2018 | Blog, Regulatory
Beginning December 10, 2018, investors purchasing exchange-traded funds (ETF) will receive a user-friendly document that provides a snapshot of important information about their investment. They are entitled to receive a copy of these summaries within two days of...
by admin | May 9, 2018 | Blog, Industry Insights
Is ‘socially responsible investing’ just a trend, or a profitable and smart way to invest? Here are the basics on what makes an investment socially responsible, and why it’s here to stay. Are the concepts of making money and making a positive impact mutually...
by admin | Jan 23, 2018 | Blog, Industry Insights
Here’s an overview on the basics of cryptocurrencies and Initial Coin Offerings (ICOs). One of – if not the – hottest finance topics in 2017 was cryptocurrencies. Bitcoin (BTC), Litecoin (LTC), and Ether (ETH) were some of the top contenders for our...
by admin | Jan 10, 2018 | Blog, Industry Insights
They’re the biggest part of the workforce today, but they aren’t investing in their future. What can financial professionals do to change that? Millennials. They make up the largest group of Canada’s labour force and they hold over $824 billion in assets as of 2012....