Wealth management industry groups call on Ottawa to extend RRSP contribution age
Open this photo in gallery: The federal government hasn’t yet announced a date for the 2026 budget.Adrian Wyld/The…
How high-net-worth families can get the most from RESPs
Open this photo in gallery: Two RESP funding approaches tend to dominate for high-net-worth families, but there are…
Back to school, with a financial twist
Open this photo in gallery: Discussing RESP strategies with kids is a way to teach them about compound…
This advisor uses her early passion for teaching to help clients understand their finances
Open this photo in gallery: Linda Shick, senior portfolio manager and senior wealth advisor with Family Wealth Counsel…
Court rules executor liable for estate still incomplete after 19 years
Open this photo in gallery: A recent court decision is a reminder that clients should choose an executor…
This advisor found a book to co-purchase after leveraging her expertise in tax and estates
Open this photo in gallery: Alysha Tse, wealth advisor and associate portfolio manager at Richardson Wealth Ltd. in…
Summer reading for ambitious advisors
Open this photo in gallery: Some advisors read books to help understand their clients’ approaches to money, while…
This advisor dreamed of a career in finance as a teen, so he put up a CA recruitment poster on his bedroom wall
Open this photo in gallery: Shawn Filion, senior wealth management advisor at Desjardins Securities Inc.Stéphane Bourgeois/Supplied In the…
Little-known OAS pension rule prevents deferral double dipping
Open this photo in gallery: For every month someone defers their OAS pension, they receive an additional 0.6…
How this senior forced herself to slow down in retirement after an intense career
Open this photo in gallery: Shelagh Barrington, 73, is pictured in the Henry Moore Sculpture Centre at the…
How minority investments are reshaping wealth management ownership
Open this photo in gallery: Minority capital is no longer being used primarily to provide shareholder liquidity. Increasingly,…
On the Move: Tony Genua comes out of retirement to join Ninepoint
Open this photo in gallery: Portfolio manager Tony Genua, pictured in 2024, has come out of retirement after…