Business Wealth Peter Guay Why “Do It Together”? PWL Capital 2017-05-9T11:00:01 May 9, 2017 I introduced the notion that your financial interests may be best served when you achieve good balance between being engaged in your financial planning, without having to handle all the details all by yourself.
Business Wealth Peter Guay Introducing “Do It Together” Financial Planning May 9, 2017 Business Wealth
Personal Wealth Anthony Layton Tony’s Take: Life companies escape new reporting rules Apr 24, 2017 Personal Wealth
Business Wealth Anthony Layton Tony’s Take: Industry groups resist ‘client best interest’ Mar 27, 2017 Business Wealth
Personal Wealth Anthony Layton Tony’s Take: BMO latest to announce excess-fee repayment Dec 16, 2016 Personal Wealth
Compliance & Governance Anthony Layton Tony’s Take: CIBC’s fee settlement reinforces need for advisor ‘Client Best Interest’ Nov 4, 2016 Compliance & Governance
Business Wealth Raymond Kerzérho Understanding the Value of an Investment Advisor Nov 1, 2016 Business Wealth
Personal Wealth Peter Guay DIT Investment Planning: Building Your Financial Engine Dec 11, 2015 Personal Wealth