Tips for responding to a CRA reassessment – from a financial planner who did it himself
Open this photo in gallery: The CRA hadn’t considered that deductions taken for meeting continuing education requirements are…
Once the key to a Bay Street career, what’s next for the Canadian Securities Course under new licensing regime?
Open this photo in gallery: Before Jan. 1, candidates had to complete the Canadian Securities Course to be…
When couple dynamics force their way into financial planning
Open this photo in gallery: Financial advisors often find themselves tasked with navigating not just portfolios but relationships.simplehappyart/iStockPhoto…
The ‘retirement spending smile’ is a myth – and that’s a good thing
Open this photo in gallery: When a client expects a retirement spending smile with symmetrical peaks, they keep…
Playing the long game, this advisor turned a summer internship into a book of wealthy clients
Open this photo in gallery: Olivier Brasseur of KHB Capital at CI Assante Wealth Management in Montreal.Supplied In…
Court rules against senior looking to reverse OAS pension auto-enrolment
Open this photo in gallery: In 2013, Service Canada began auto-enrolling Canadians who were 65 for OAS.JHVEPhoto/iStockPhoto /…
It’s time for Canada to develop its own version of the RIA revolution
Open this photo in gallery: Canada’s independent advisory sector is at a pivotal moment. Institutional capital interest is…
7 lessons every new advisor should learn
Open this photo in gallery: Advisors who focus on what they enjoy and do well are more likely…
Globe Advisor’s Best of 2025: The great wealth transfer takes centre stage
Open this photo in gallery: The great wealth transfer requires navigating complex tax issues, leveraging financial tools to…
Globe Advisor’s Best of 2025: The complexity of retirement planning
Open this photo in gallery: Timing RRSP withdrawals, establishing a suitable income and spending habits, and managing quarterly…
How advisors are investing new client money in an expensive market
Open this photo in gallery: Advisors need to strike a balance between a possible near-term downturn and the…
This advisor’s early-career tax mistake drives her to educate others about money
Open this photo in gallery: Treena Nault, a certified financial planner and owner of Nault Group Private Wealth…