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Glen Rattray

Going the distance as a high-net-worth advisor

Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985

Rear view of a business woman math problems calculations black chalk board

Calculate the capacity of your practice

Segmenting your clients by revenue rather than assets can provide valuable insights

Chip with lighting effect suggesting information flow

Five cool tech gadgets for your office

Upgrading your technology can boost efficiency and improve your interactions with clients

Concept of digital workflows

Should you build your own technology setup?

Freedom to choose your digital tools varies by firm, but independence has its risks and rewards

  • By: Katie Keir
  • December 11, 2023 December 8, 2023
  • 00:09
Handshake between robot and human, AI generated image

Which wealth managers are using generative AI?

Banks, insurance firms and practice management software providers have launched generative AI tools for financial advisors and retail customers

Concept of digital investment tools

Straight talk on financial planning software

Four advisors let us know what they love about their planning software, and how it could be improved.

senior couple reviewing finances

The art of RRIF withdrawals

Helping your clients decide how much to take out, and when, involves many variables

401k retirement

Common pitfalls when bringing your U.S. retirement accounts to Canada

How to bring 401(k)s and IRAs north of the border

the easy path or the difficult path

May/December couples face planning challenges

Spouses with a significant gap between their ages need to examine pensions, taxes and estate planning strategies

Two senior ladies hiking in the woods

The new retirement is a long haul

Rising life expectancies make planning a challenge, but new tools and strategies can help your clients reach their goals


What to do with a pension when changing jobs

When a client moves to a new employer, decisions about their employee pension plan can have a profound effect

woman working on laptop

When clients refuse to call it quits

Working in retirement offers psychological and financial benefits for clients, but it also affects their financial plans

people working together

There’s more to team building than assessing skills

A successful practice requires a diversity of personalities, work habits and individual styles. Use these tools to help create the right mix

Michail Tsirikos

Ontario advisor educates the educators

Financial literacy is important to Michail Tsirikos, who specializes in advising teachers and other educational workers

Ayana Forward

Ottawa advisor values independence

A passion for sports helped kick-start Ayana Forward’s business career. Today, she runs an independent fee-only practice

blocks with icons

Ensure your successful practice is also a sustainable business

Creating an organization chart can help you identify ways to put your practice in growth mode

technology email

Estate planning goes digital

Online wills services aren’t for everyone, but they can serve a wide range of clients

long term investment

Crypto investors urged to look long-term

While digital assets may have lost their lustre in 2022, analysts remain confident in crypto’s underlying blockchain technology

lockdown workarounds

Lockdown workarounds live on in 2023

Pandemic necessity has led to extended tech solutions

social media

How to persuade your firm to embrace social media

A collaborative approach may help you convince management of the benefits of social media as a multi-faceted communication tool

stock recovery

Tech funds look for rebound after rough 2022

Even conservative strategies felt the pain last year

  • By: Rudy Luukko
  • February 13, 2023 February 10, 2023
  • 00:04
Businesspeople mowing overgrown bar code, concept of rebranding

What to do when your dealer decides to rebrand

Whether you agree with the change or not, you can leverage the transition to your advantage with the right approach

Portrait of Cindy Boury

Award-winning advisor takes a “family model” approach

Cindy Boury didn't like the way her financial advisor spoke to her 25 years ago. Now she runs her own branch.

  • By: Leah Golob
  • December 12, 2022 December 15, 2022
  • 00:15
US Gates are at Pearson Airport in Toronto

Making the most of an RRSP/RRIF when moving to the U.S.

In many cases, doing nothing is the best option

Coin purse with a receipt and an arrow trending upward, concept of inflation

How to maximize retirement income in inflationary times

Financial advisors must look for flexibility in spending, taxation and government benefits