April 21, 2021
Financial planning and investments with clients wearing masks during the pandemic
Published by Will O'Neill on April 21, 2021
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‘It’s an emotional roller coaster out there for clients’

Leo Almazora, Wealth Professional Canada 2020 was a year like no other, marked by seismic changes to society and people’s lives left by the COVID-19 pandemic. […]
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April 12, 2021
Financial mistakes Canadians made during the pandemic as per their advisors
Published by Will O'Neill on April 12, 2021
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What financial mistakes did Canadians make during the pandemic? Ask their advisors.

April 12, 2021, Toronto – With COVID-19 vaccine distribution in full swing across the country, many Canadians are beginning to look back on how the pandemic […]
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