Considering a management buyout of your wealth firm? Here are the key issues to weigh
Open this photo in gallery: Management buyouts are becoming a more popular choice in Canada’s wealth management industry.Dilok…
How high-net-worth families can get the most from RESPs
Open this photo in gallery: Two RESP funding approaches tend to dominate for high-net-worth families, but there are…
Food influencer gets to know B.C. by eating flora and fauna
Open this photo in gallery: Influencer Justin Park took to social media to share his exhilaration with B.C.’s…
Back to school, with a financial twist
Open this photo in gallery: Discussing RESP strategies with kids is a way to teach them about compound…
Why more women over 40 are lifting weights in the gym
Open this photo in gallery: Nanaimo, B.C.-based fitness trainer Ruby Smith Díaz has noticed more women of all…
Planning to manage your own money in retirement? Understand the risks
Open this photo in gallery: Rick Evans from West Kelowna, B.C., is a long-time do-it-yourself investor who enjoys…
Why this advisor believes childhood financial trauma makes him better at his job
Open this photo in gallery: Jason Pereira, a certified financial planner and partner at Woodgate Financial in Toronto.Ajani…
Canadian trade officials in Washington, Moneris sale to U.S. private equity and Air Canada sells 25% of Aeroplan stake: Must-read business and investing stories for the week of Aug. 15
Open this photo in gallery: Janice Charette, Canada’s chief trade negotiator to the United States, departs a meeting…
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…
Bria Fernandes is bidding farewell to Winnipeg, but her paintings and murals are a lasting love letter
Winnipeg’s Ellice Avenue tells a tale: of newcomer Canadians, with grocery stores focused on East African, South Asian…
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…
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…