Why Canadian advisors are flocking to a U.S. ‘festival’ next month, regardless of the political climate
Open this photo in gallery: The Future Proof Festival started in 2022 in Huntington Beach, Calif.halbergman/iStockPhoto / Getty…
After being forced into ‘Freedom 55,’ this retiree says DIY investing helped with his financial security
Open this photo in gallery: Michael Smith, pictured at Sutton Glen Park in Kelowna, B.C., retired unexpectedly in…
Meagan Balaneski balances numbers and client insights on the way to financial planning award
Open this photo in gallery: Meagan Balaneski, portfolio manager and investment advisor at Aligned Capital Partners Inc. in…
Giving trust beneficiary information to CRA when it isn’t required can lead to penalty trap
Open this photo in gallery: When a trust doesn’t have to file a Schedule 15 but does so…
This adviser spent a lot of time in banks as a kid, acting as his dad’s translator
Open this photo in gallery: Satvir Gill, senior wealth advisor and portfolio manager at Surrey, B.C.-based the Gill…
Choosing the right book for the dog days of summer
Open this photo in gallery: Picking what to read can be the hardest part of packing for vacation.koufax73/iStockPhoto…
A summer reading list for advisors trying to understand the world – and their clients
Open this photo in gallery: In an anxious geopolitical moment, reading can offer different perspectives.Yutthana Gaetgeaw/iStockPhoto / Getty…
How cash-flow planning keeps clients out of the red
Open this photo in gallery: Cash-flow planning goes beyond budgeting, providing more in-depth answers about how and why…
When it’s time to fire an unprofitable client
Open this photo in gallery: It feels bad to let go of longstanding clients, especially if they trusted…
What led this former accountant and teacher to retire and move back to Canada
Open this photo in gallery: Brian Borgford, at home in Calgary, does his own investing focused on dividend-growth…
ETF market booming with new launches, record flows as investors adapt to volatile markets
Open this photo in gallery: Broad developed market ETFs brought in $7.3-billion, the most ever for a half-year…
Trump’s One Big Beautiful Bill Act poses challenges for Canada’s tax competitiveness
Open this photo in gallery: U.S. President Donald Trump signed the ‘One Big Beautiful Bill Act’ on July…