Autocallable ETFs have come to Canada. Here’s what investors need to know
Open this photo in gallery: The U.S. autocallable ETF market has grown to more than US$5-billion in assets…
Six ways to keep the momentum going in your practice
Open this photo in gallery: Advisors should find common ground with prospects before contacting them.filadendron/iStockPhoto / Getty Images…
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…
Even in a trade war, a conference in California is drawing Canadian advisors
Open this photo in gallery: A growing number of Canadians have been making the September trip to Huntington…
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…
Why this former tech worker wrote a book on health care and estate planning in retirement
Open this photo in gallery: Marc Séguin, 66, at his cottage near Perth, Ont. After retiring in 2019,…
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…
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…
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…