This advisor learned how to treat clients from legendary investor George Frazer
Open this photo in gallery: Ryan Bushell, chief executive officer and portfolio manager at Newhaven Asset Management Inc.…
Investment industry asks Ottawa for more time on GST and trailer fees
Open this photo in gallery: Industry groups are asking the CRA for more time to implement changes that…
How to avoid these retirement income tax traps
Open this photo in gallery: Given the complexity of retirement income, clients can find themselves caught in tax…
Ottawa provides relief for bare trusts, but some taxpayers might still have to file
Open this photo in gallery: The Canada Revenue Agency could still broaden certain filing exemptions for bare trusts,…
What young, wealthy investors want from their advisors
Open this photo in gallery: To build trust, young investors expect advisors to safeguard their information, be transparent…
Why this advisor bought a book with 390 clients but kept only 150
Open this photo in gallery: Greg Keith, certified financial planner at Wealth Plan Atlantic in Saint John, has…
Canada’s emerging asset managers are being squeezed out. That’s a problem for investors
Open this photo in gallery: Independent asset managers have historically played an important role in delivering differentiated strategies…
On the Move: Reid McLaren returns to Canada as relationship manager at Designed Wealth Management
Open this photo in gallery: Reid McLaren (right) with his wife Tyrelle Hunt and their son Callum, on…
This advisor says being independent, yet still part of a team, is her best career decision
Open this photo in gallery: Shay Steacy building the insulated skirting on her tiny home in Brockville, Ont.,…
Court ruling on cottage shows what can happen when wills don’t account for rise in property value
Open this photo in gallery: Cottages can present practical and financial challenges for the next generation, and lead…
This financial planner acquired a multigenerational book to grow his business
Open this photo in gallery: Brandon Chapman, principal and certified financial planner with SaaS Wealth Insurance in Vancouver.Supplied…
What Canadians get wrong about workplace pension plans
Open this photo in gallery: Many employees favour cash today over income tomorrow, which can undermine retirement financial…