Complex OAS residency rules key to court decision leaving retiree with benefit cut almost in half
Open this photo in gallery: A recent court case involved a man who had to pay back $20,000…
Why this money manager is buying Agnico Eagle, Nutrien and trimming Alphabet
Open this photo in gallery: Martin Pelletier, senior portfolio manager with TriVest Wealth Counsel at Wellington-Altus Private Counsel…
Her parents’ divorce drove this CFP to be financially independent – and to help other women do the same
Open this photo in gallery: Julie Seberras, head of wealth planning and practice management at Manulife Wealth.Supplied In…
Why practice valuation often comes last when finding a successor
Open this photo in gallery: Christine Timms (right) speaks during a panel discussion on best practices for buying…
Managing a client’s LIRA as part of a broader retirement portfolio
Open this photo in gallery: Advisors can help clients determine the right time to withdraw from a life…
As wealth grows, clients want more personal advice. AI can help
Open this photo in gallery: Personalization is especially important as the number of high-net-worth clients grows.Drazen Zigic/iStockPhoto /…
Where advisors share their real money stories
Open this photo in gallery: The Behind the Advice podcast, now in its fourth season, is a way…
Why this money manager believes Obi-Wan Kenobi would make a good advisor
Open this photo in gallery: Benoît Poliquin, president and portfolio manager at Ottawa-based Exponent Investment Management.Supplied In the…
After buying a messy insurance book, this advisor saw an opportunity to start fresh with clients
Open this photo in gallery: Tami Romanchuk, certified financial planner and insurance specialist at Excalibur Executive Planning.Chris TT…
Business owners could see big tax breaks from Ottawa’s employee ownership trust changes
Open this photo in gallery: The spring economic update, which Finance and National Revenue Minister Francois-Philippe Champagne delivered…
This retiree enjoys painting, podcasting and writing investment books
Open this photo in gallery: After losing money early in retirement with an investment advisor, Ian Duncan MacDonald,…
Been ghosted by a client? Try not to take it personally
Open this photo in gallery: Financial ghosting has become an increasingly familiar part of the job, exposing just…