This advisor learned the value of being boring after losing out on a speculative stock early in his career
Open this photo in gallery: Harp Sandhu, senior wealth advisor and portfolio manager at Sandhu Wealth of Raymond…
For Canadian wealth management firms, less friction means more competition
Open this photo in gallery: Many operational inefficiencies that once caused headaches for clients have been automated away.ArtistGNDphotography/iStockPhoto…
This advisor’s book purchase was complicated by an untimely death
Open this photo in gallery: In 2024, Chris Anderson was approached by an 89-year-old stockbroker seeking a successor.Jeanette…
As household incomes have become more even, spousal RRSPs are turning into a strategic tool
Open this photo in gallery: A spousal RRSP might be a way to mitigate higher tax bills for…
This advisor wanted to be a pilot before veering into financial services
Open this photo in gallery: Rodney Anton with Evergreen Wealth Management at iA Private Wealth.Supplied In the Behind…
Tips for responding to a CRA reassessment – from a financial planner who did it himself
Open this photo in gallery: The CRA hadn’t considered that deductions taken for meeting continuing education requirements are…
Once the key to a Bay Street career, what’s next for the Canadian Securities Course under new licensing regime?
Open this photo in gallery: Before Jan. 1, candidates had to complete the Canadian Securities Course to be…
When couple dynamics force their way into financial planning
Open this photo in gallery: Financial advisors often find themselves tasked with navigating not just portfolios but relationships.simplehappyart/iStockPhoto…
The ‘retirement spending smile’ is a myth – and that’s a good thing
Open this photo in gallery: When a client expects a retirement spending smile with symmetrical peaks, they keep…
Playing the long game, this advisor turned a summer internship into a book of wealthy clients
Open this photo in gallery: Olivier Brasseur of KHB Capital at CI Assante Wealth Management in Montreal.Supplied In…
Court rules against senior looking to reverse OAS pension auto-enrolment
Open this photo in gallery: In 2013, Service Canada began auto-enrolling Canadians who were 65 for OAS.JHVEPhoto/iStockPhoto /…
It’s time for Canada to develop its own version of the RIA revolution
Open this photo in gallery: Canada’s independent advisory sector is at a pivotal moment. Institutional capital interest is…