George Hartman, managing director at Accretive Advisors, continues his discussion of succession planning for advisors. In choosing a successor, he suggests you consider how you…
Heather Holjevac, senior financial planner with TriDelta Financial Partners in Toronto, specializes in planning for “suddenly single” women who are divorced, separated or widowed. She…
Bob Fleischacker, a partner with Stonehaven Financial Group Inc. in Unionville, Ont., discusses why his firm switched from the MFDA platform to IIROC. He describes…
Firms are refunding the 1% monthly penalty tax collected since March
The question now is where regulation goes from here
IIAC hopes provinces and Ottawa can work together to create a new authority
Alberta finance minister calls on Ontario to sign on to passport system
National securities regulator not constitutionally legal
Ottawa should appoint expert panels to “modernize and simplfy” personal income taxes, committee says
One-in-three lack confidence in their ability to save for retirement, twice as many as last year
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
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.
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