A four-part series on holiday parties to help advisors celebrate without social missteps. In part one, an etiquette checklist. In part two, hosting clients. In part three, celebrating with your team. In part four, a guide to client gifting.
December 5, 2014Consider an organized strategy and, at the very least, send a card
Say thanks to your team with fun and gifts
The key is to strike the right tone and don’t be promotional
The holiday season brings more opportunities to commit faux pas
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
