Katie Keir

Research and Markets

Asking clients the right questions to build relationships

November 23, 2022 Katie Keir
People

Steve Hawkins retires from Horizons

November 22, 2022 Katie Keir
announcement
Building Your Business

Helping aging clients in the new compliance regime

November 21, 2022 Katie Keir
Senior woman smiling surrounded by people at a dinner party
People

Industry moves this week

November 18, 2022 Katie Keir
change direction
People

Industry moves this week

November 10, 2022 Katie Keir
new label
Research and Markets

Canadians’ financial confidence slipping amid recession fears: survey

November 9, 2022 Katie Keir
advisor and client meeting
Industry News

Curb client confusion about financial planning

October 26, 2022 Katie Keir
People

Industry moves this week

October 21, 2022 Katie Keir
People

Industry moves this week

October 14, 2022 Katie Keir
new label
Advisors’ Report Card

ETF usage plateaus among brokerage advisors

October 11, 2022 Katie Keir
Investment graphic flattens out
Advisors’ Report Card

Advisors stick to their values

October 11, 2022 Katie Keir
Two people shaking hands
ETF Guide 2022

New SRO could jump-start MFDA firms’ ETF activity

October 11, 2022 Katie Keir
Master switch