Summer reading for ambitious advisors
Open this photo in gallery: Some advisors read books to help understand their clients’ approaches to money, while…
Artist John Felice Ceprano celebrates 40 years of rock sculptures by the Ottawa River
Water pours into John Felice Ceprano’s rubber boots as he fishes a glossy, football-shaped rock from the Ottawa…
Is VO2 max the best predictor of lifespan? I took the fitness test to find out
I’m running on a treadmill. A face mask is tightly strapped over my mouth and nose. A series…
This advisor dreamed of a career in finance as a teen, so he put up a CA recruitment poster on his bedroom wall
Open this photo in gallery: Shawn Filion, senior wealth management advisor at Desjardins Securities Inc.Stéphane Bourgeois/Supplied In the…
CIRO proposals on advisor incorporation receive early mixed reviews
Open this photo in gallery: One expert who is in favour of CIRO’s proposal disagreed with its approach…
Little-known OAS pension rule prevents deferral double dipping
Open this photo in gallery: For every month someone defers their OAS pension, they receive an additional 0.6…
How this senior forced herself to slow down in retirement after an intense career
Open this photo in gallery: Shelagh Barrington, 73, is pictured in the Henry Moore Sculpture Centre at the…
How AI is putting pressure on the advisor fee model
Open this photo in gallery: AI is another free source of information for clients that may be accelerating…
How minority investments are reshaping wealth management ownership
Open this photo in gallery: Minority capital is no longer being used primarily to provide shareholder liquidity. Increasingly,…
On the Move: Tony Genua comes out of retirement to join Ninepoint
Open this photo in gallery: Portfolio manager Tony Genua, pictured in 2024, has come out of retirement after…
CIRO releases proposals to allow investment advisors to incorporate
Open this photo in gallery: CIRO says advisors who incorporate would be at advantage and able to pass…
This advisor started out in a bank call centre before becoming a portfolio manager
Open this photo in gallery: Jennifer Tozser, senior wealth advisor and portfolio manager with Tozser Wealth Management at…