Why advisors should focus on a continuity strategy as part of succession planning
Open this photo in gallery: Succession planning is about ensuring that when change does come, it’s not disruptive…
Why some wealthy clients are focused on ‘enough’ rather than ‘more’
Open this photo in gallery: Some wealthy clients are deciding that time, health and meaning outrank pure financial…
New weight-loss drugs such as Ozempic can also erase people’s love of food
When Joel Brown was a chef in the 2010s in Toronto, tasting a brilliant new dish was like…
Cultural ties and shared values contributed to the success of this advisor’s book purchase
Open this photo in gallery: Christopher Dewdney, certified financial planner at Dewdney & Co. in Mississauga.Supplied In Buy…
Ontario court rules registered plans belong to designated beneficiary, not to estate
Open this photo in gallery: A judge ruled registered accounts were to be treated according to their beneficiary…
How to avoid these retirement income tax traps
Open this photo in gallery: Given the complexity of retirement income, clients can find themselves caught in tax…
After helping advisors with tax and estate solutions for years, Frank Di Pietro wanted a book of his own
Open this photo in gallery: Frank Di Pietro of Investia Financial Services grew tired of the heavy travel…
Four ways to disaster-proof your finances in this dreadful labour market
Open this photo in gallery: Today’s labour market is sluggish and uncertainty is high.diego_cervo/iStockPhoto / Getty Images We…
What young, wealthy investors want from their advisors
Open this photo in gallery: To build trust, young investors expect advisors to safeguard their information, be transparent…
Canada’s emerging asset managers are being squeezed out. That’s a problem for investors
Open this photo in gallery: Independent asset managers have historically played an important role in delivering differentiated strategies…
Why this advisor bought a book with 390 clients but kept only 150
Open this photo in gallery: Greg Keith, certified financial planner at Wealth Plan Atlantic in Saint John, has…
On the Move: Reid McLaren returns to Canada as relationship manager at Designed Wealth Management
Open this photo in gallery: Reid McLaren (right) with his wife Tyrelle Hunt and their son Callum, on…