John Horwood, director, wealth management at Richardson GMP Ltd. in Toronto, discusses tax efficient strategies for successful entrepreneurs and how strategic philanthropy can leverage tax…
Inside the Advisor's Study: In the first of an exclusive, 12-part series on how to be a high performance insurance advisor, Jim Ruta, performance consultant…
Cloud-based storage and synchronization software can help you keep data up-to-date across multiple devices
Financial planner Eric Church looks forward to his annual canoe trips as a chance to slow things down. He uses the time to reflect on…
Longtime insurance broker John Dargie has been raising and racing thoroughbreds for three decades
Investors Group advisor Ryan Shoemaker has a passion for sailing
The wonder of underwater worlds keeps amateur diver Warren Lo searching for the stunning visuals that animate his photography
Financial planner Emily Rae has been venturing into the wilderness since she was a child. “It makes me feel centred and calm,” she says, “and…
Greg Kennedy, a senior wealth consultant with Meridian Credit Union in Toronto, developed a love for cycling when he was living in British Columbia decades…
Royal Bank of Canada financial planner Paul Millan gets away from the stresses of urban life and the demands of a busy job by reconnecting…
Advisor Paul Wetmore, formerly a linebacker with the CFL’s B.C. Lions, now finds exhilaration by cat skiing in deep, fresh, untouched snow
At a time of the year when most urbanites are holed up indoors, financial advisor Kathryn Del Greco is putting in several hours on woodland…
Hiking challenging trails while lugging a 15-kilogram pack has taught Christian Charest, an editor with Toronto-based Morningstar Canada, the value of editing his belongings. One…
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Building Resilient Portfolios for a New Era
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds