Sentences with phrase «based wealth adviser»
According to John Mauldin, a Texas - based wealth adviser to the rich and author of the popular Thoughts from the Frontlines market newsletter, Solvency II is not on the radar screen of most people outside the arcane world of European pension funds and insurance companies.
http://www.canadianbusiness.com/ Not exact matches
• Wealth Enhancement Group, a portfolio company of Lightyear Capital, acquired CPA Retirement Planning, a Jacksonville, Fla. - based financial adviser.
Osmond Plummer, is a Geneva - based wealth management expert active internationally as a trainer, coach and adviser of wealth management professionals, and a professor of finance at the EU Business School in Geneva and Montreux.
Our home base where we started in 1999 and where we serve three communities — financial advisers, wealth managers and private investors.
«This is a call to action, and time for everyone, women and men, to acknowledge that gender - based financial disparities remain a deeply - embedded reality in Canada, and especially in B.C.,» says Sophie Salcito, a Vancity wealth adviser.
As a result, the number of LIRAs will continue to rise, predicts Matthew Ardrey, vice-president and wealth adviser for Toronto - based TriDelta Financial.
«Over the course of the year, we established a variety of product and distribution partnerships with private banks, brokerage firms and wealth managers across the region — a strong indication that advisers and asset allocators are increasingly looking to ETFs as the most cost - efficient, flexible building blocks for their client portfolios, in a fee - based environment.
Paul Philip, president of Don Mills, Ont. - based Financial Wealth Builders insists there's plenty of investment information out there but most clients need the «wisdom» of a human financial adviser who has been through all market cycles.
Wealth management firms that assist lower - balance investors with income planning could build a program that incorporates existing income planning tools, technology for scalable implementation, and telephonically based advisers to help with the necessary trade - offs in income planning, Cerulli says.
We work closely with clients, their families and other professional advisers to achieve a whole - life view of care, wealth management, tax and inheritance issues based on each client's individual financial and family circumstances, their long term goals and priorities.