Home Leah Golob

Clients don’t have to give up returns to embrace RI

  • January 6, 2020 October 29, 2019
  • 00:01

This year's winner of the IIAC Top Under 40 Award advises corporate clients and high-potential millennials and he volunteers in his community

  • November 15, 2019 November 28, 2019
  • 00:12

Senior clients have specific needs. Most important, ensure you're communicating with them in the manner that suits them best

  • November 15, 2019 November 14, 2019
  • 00:10

Learn the background behind a concept that is much more than a passing trend

  • November 4, 2019 November 9, 2019
  • 00:02

In general, there are three potential outcomes when a TFSA accountholder dies, depending on the preparations made

  • November 1, 2019 November 6, 2019
  • 00:14

BMOGAM's Kristi Mitchem is focused on promoting responsible investing and raising the profile of women in the investment sector

  • October 11, 2019 October 31, 2019
  • 00:23

Which credentials advisors are seeking and why

  • October 11, 2019 October 31, 2019
  • 00:16

Compliance requirements are growing for insurance advisors

  • September 20, 2019 October 31, 2019
  • 00:11

Rowena Chan brings 30 years of experience and a degree in sociology to her role as president of Sun Life Financial Distributors

  • August 23, 2019 October 31, 2019
  • 00:26

RI mutual funds now share the stage with similar ETFs, offering the socially conscious investor more choice

  • May 31, 2019 November 1, 2019
  • 12:03