ADVISOR.CA
 
www.advisor.ca
 
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Mission

The editorial focus of Advisor.ca is on daily news and practice management tools for financial advisors this includes:

  • Industry news
  • Investment articles and tools such the FundWrap Filter, Asset Allocation Fitler and Structured Note Filter
  • Practice Management articles and tools such as  client talking points, template letters, engagement

Publisher: Donna Kerry
Executive Editor: Philip Porado

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