Un nouveau système permettant à l'ensemble des courtiers en épargne collective du Canada de vendre des fonds négociés en Bourse (FNB) serait lancé le mois prochain, lors de la conférence annuelle de la Fédération des courtiers en fonds mutuels (FCFM).
Financial planning is serious business. Well, usually.By day, certified financial planner Jeanette Brox works as a senior financial consultant with Investors Group Inc. (IG) in Toronto, carefully considering the investment and financial planning needs of her clients. Whether Brox recommends mutual funds, life insurance or disability or critical illness insurance, she has devoted her 21-year career to caring for her clients, many of whom have been with Brox from the start.But in the evening or on weekends, you might spot Brox making her way onto the stage for an open mike night at a comedy club, where she transforms the serious side of financial planning into tongue-in-cheek comedy.
Starting a new career always has its challenges. The toughest task for new financial advisors is building a pipeline of eligible prospects and, eventually, signing them on as clients.The good news is that there's a ready and willing group of potential clients out there looking for financial advice, says Vas Pachapurkar, vice president of financial services for Ontario with Investors Group Inc. (IG) in Toronto. The door is wide open, he says, for advisors and planners who can make prospects feel comfortable.