CIRO releases proposals to allow investment advisors to incorporate
Open this photo in gallery: CIRO says advisors who incorporate would be at advantage and able to pass…
Kidpreneurship is booming. Will Gen Alpha be a generation of business owners?
Open this photo in gallery: Thanks to an after-school entrepreneurship program, 17-year-old Thomas Chau went from not knowing…
This advisor wanted to be an RCMP officer until two finance books changed his career trajectory
Open this photo in gallery: Travis Koivula of Aviso Wealth in Victoria, says other advisors should invest in…
Why this money manager is buying Agnico Eagle, Nutrien and trimming Alphabet
Open this photo in gallery: Martin Pelletier, senior portfolio manager with TriVest Wealth Counsel at Wellington-Altus Private Counsel…
Complex OAS residency rules key to court decision leaving retiree with benefit cut almost in half
Open this photo in gallery: A recent court case involved a man who had to pay back $20,000…
Her parents’ divorce drove this CFP to be financially independent – and to help other women do the same
Open this photo in gallery: Julie Seberras, head of wealth planning and practice management at Manulife Wealth.Supplied In…
Why this money manager believes Obi-Wan Kenobi would make a good advisor
Open this photo in gallery: Benoît Poliquin, president and portfolio manager at Ottawa-based Exponent Investment Management.Supplied In the…
This retiree enjoys painting, podcasting and writing investment books
Open this photo in gallery: After losing money early in retirement with an investment advisor, Ian Duncan MacDonald,…
Been ghosted by a client? Try not to take it personally
Open this photo in gallery: Financial ghosting has become an increasingly familiar part of the job, exposing just…
Insolvency filings rising fast, why more couples are living apart together and the Home of the Week: Canadian real estate news for the week of May 15
Open this photo in gallery: The home of the week is a cabin in the woods that feels…
The uncertain value of performance fees in asset management deals
Open this photo in gallery: Performance fees have become less relevant in Canadian asset management during the past…
My family of five tried to cut out ultraprocessed foods for a week. Here’s what we learned
Let me tell you about a random Wednesday in March when I tried to feed my family of…