Detailing the critical advisory services provided by investment dealers, focusing on financial planning, mergers and acquisitions, and wealth management.
Strategies for minimizing estate taxes and efficiently distributing assets to beneficiaries while aligning with client wishes.
An overview of the evolving fee-based account model in the securities industry, highlighting changes from traditional advisor/client relationships to asset-based fee structures.
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.
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.
Understand the critical role of financial planning and wealth management services in the investment landscape. Learn about the importance of ethics, codes of conduct, and the structured financial planning approach to effectively meet clients' goals.
