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…
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…
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…
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…
This advisor says being independent, yet still part of a team, is her best career decision
Open this photo in gallery: Shay Steacy building the insulated skirting on her tiny home in Brockville, Ont.,…
Court ruling on cottage shows what can happen when wills don’t account for rise in property value
Open this photo in gallery: Cottages can present practical and financial challenges for the next generation, and lead…
This financial planner acquired a multigenerational book to grow his business
Open this photo in gallery: Brandon Chapman, principal and certified financial planner with SaaS Wealth Insurance in Vancouver.Supplied…
What Canadians get wrong about workplace pension plans
Open this photo in gallery: Many employees favour cash today over income tomorrow, which can undermine retirement financial…
This advisor learned the value of being boring after losing out on a speculative stock early in his career
Open this photo in gallery: Harp Sandhu, senior wealth advisor and portfolio manager at Sandhu Wealth of Raymond…
For Canadian wealth management firms, less friction means more competition
Open this photo in gallery: Many operational inefficiencies that once caused headaches for clients have been automated away.ArtistGNDphotography/iStockPhoto…
This advisor’s book purchase was complicated by an untimely death
Open this photo in gallery: In 2024, Chris Anderson was approached by an 89-year-old stockbroker seeking a successor.Jeanette…
As household incomes have become more even, spousal RRSPs are turning into a strategic tool
Open this photo in gallery: A spousal RRSP might be a way to mitigate higher tax bills for…