@advisorca

Canada's leading resource for client-facing advisors. @CFAToronto Publication of the Year, 2019 and 2017. Subscribe: https://xitter.cf/t.co/ohFhlYwHl4

 Toronto, Canada
advisor.ca
Joined March 2009
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10.1KMedia
Le Conseiller émérite de l’année 2021 enfin dévoilé! À votre tour de le découvrir… #Topdesleaders #lesconseillersalhonneur buff.ly/3p8PcSC
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Qui est le Conseiller le plus engagé dans sa communauté de l’année 2021? Vous le saurez en cliquant sur le lien! #Topdesleaders #lesconseillersalhonneur buff.ly/35iClpQ
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Découvrez le Conseiller de moins de 40 ans qui s’est illustré dans l’année. #Topdesleaders #lesconseillersalhonneur buff.ly/36lZrfJ
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Activist short-selling was always going to be a thorny topic when the CSA launched a review late last year. Then came the GameStop saga. From the June issue of @advisorca: advisor.ca/magazine-archives…
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The June issue of @advisorca is out. We have articles on financial planning for business owners, racial justice, GameStop and activist short-selling, and more. Read all the stories here: advisor.ca/archives-date/jun…
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The silver winner in the #NMAB2B20 Best How-to Article or Series of Articles category is "Build Your Book with Your Clients' Children". Congratulations @advisorca and creator @copyeditcat!
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Advisor.ca retweeted
Katie Keir@KatieKeir10 Dec 2019
Attending @FTI_Canada's 2020 outlook event, for @IE_Canada and @advisorca. Looking forward to market and global tips! #investing #markets
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Advisor.ca retweeted
Katie Keir@KatieKeir4 Dec 2019
Today I'm attending Bloomberg's ( @business ) Sustainable Investment Forum, on behalf of @IE_Canada and @advisorca. A great lineup, with tips on impact investing, green bonds and more! #cansustain #SustainableFinanceWeek
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Advisor.ca retweeted
Katie Keir@KatieKeir26 Sep 2019
One of the main events at @ific's #ificconference19 is the fireside chat with SRO leaders. Mark Gordon of @MFDA_News and Andrew Kriegler of @IIROCinfo will discuss the current environment, starting with the changing investor market.
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Advisor.ca retweeted
Katie Keir@KatieKeir26 Sep 2019
Excited to attend and report from the @ific Annual Leadership Conference. Coming up soon is the leaders' panel, discussing the outlook for 2020. #ificconference2019
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Hot off the presses: the September issue of @advisorca. Stories about title regulation, climate risk, employee stock options and more: advisor.ca/magazine-archives…
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Le prix de Conseiller émerite est remis à Martin Bray de @DesjardinsCoop. #Top25FI
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Le titre de Conseiller le plus engagé dans sa communauté est remis à Gérald Perron @BMO. #Top25FI
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Christiane VanBolhuis de @SunLifeQC remporte le prix de Conseiller de moins de 40 ans qui s'est illustré dans l'année. #Top25FI @TCMediaCanada
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How spousal rights can affect your clients #estate bit.ly/2Mm1OEJ via @advisorca
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Can’t wait for the #WomenInInvesting conference coming up in the Fall! #betteradvisor – at Toronto, Ontario
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The oldest millennials are now in their mid 30s, peak earning stage, needing to make bigger risk financial decisions and need your help. —Susan Silma #betteradvisor – at Toronto, Ontario
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As #advisors, we have to keep doing life boat drills with your clients. We haven’t had a bear market in a while, so we have to prepare them for that even when times are good. —Darren Coleman of RaymondJames #betteradvisor – at Toronto, Ontario
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#betteradvisor Lots of learning today at the Advisors Edge event. Glad I’m here. #KnowledgeSharing
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Susan Silma from ⁦@PureFactsFS⁩ on the panel to discuss how to be customer-centric in a world of AI & robos #betteradvisor
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