The Orchestrated Campaign to Eliminate Bank Based Portfolio Managers!

Portfolio Managers & Investment Counsellors of Canada Unite! With record numbers of advisors exiting bank owned dealers; Banks are desperately resorting towaiving management fees (for an entire year) to prevent Advisors from leaving with their clients.Indeed, this is just another attempt to separate the client from his / her trusted Advisor. It paints a grim […]
Am I Really Independent Anymore?

Isn’t it time you started re-thinking your future as an Advisor- Portfolio Manager! Over the last 10 years, several ‘independent dealers’ have been gobbled up by Banks, Insurance and Mutual Fund companies. Investors are left wondering what this really means for them and the advisors who represent them. Does market consolidation really serve the best […]