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…
Ontario court rules seg funds belong to named beneficiary, not to estate
Open this photo in gallery: A recent case in Ontario involves a dispute between two brothers over the…
How Canada hit $1-trillion in gross ETF assets
Canadian exchange-traded funds hit a milestone this month as rising markets, expanding product options and booming inflows pushed…
This advisor wanted to be an RCMP officer until two finance books changed his career trajectory
Open this photo in gallery: Travis Koivula of Aviso Wealth in Victoria, says other advisors should invest in…
With abundance of alternative products, advisors need to do their homework
Open this photo in gallery: Meric Koksal from CIBC Global Asset Management speaks at Globe Advisor’s Wealth Leadership…