Exploration of Unified Managed Accounts (UMAs), focusing on the integration of assets, and the benefits of efficiency and simplicity in portfolio management.
An exploration of self-directed accounts within non-managed fee-based accounts, focusing on investor autonomy and cost implications.
Strategies for transitioning from commission-based to fee-based models including client communication and service adjustments.
Explore the roles and services of trust and loan companies in Canada, their regulatory framework, and their significance in financial planning and asset management.
Learn about the benefits and drawbacks of fee-based accounts used in financial services, including financial planning and wealth management advantages as well as potential higher costs and extra fees.
A comprehensive guide to Separately Managed Accounts (SMAs) for Canadian investors. Understand the benefits, management structures, and roles of sub-advisors and overlay managers.
Explore Household Accounts in the Canadian Securities landscape, detailing their structure, benefits, and the strategic allocation for optimal tax management across a family’s holdings.
Learn about the structure, benefits, and operation of Private Family Offices for high-net-worth individuals.
