Seniors are being auto-enrolled for OAS even after asking to defer
Open this photo in gallery: In 2013, Service Canada began auto-enrolling Canadians for OAS, sending out a notification…
Turning innovation into value is the next tech challenge for wealth managers
Open this photo in gallery: For advisors, the opportunity is not necessarily about using AI to transform every…
On the Move: Nicola adds family office lead; St. Jacobs-based practice moves to PWL
Open this photo in gallery: In Nicola Wealth’s Calgary office, Chris Gandhu joins Cassandra Cross, who has been…
The loving commitment and financial pain of caregiving
Open this photo in gallery: According to an Edward Jones Canada survey, 92 per cent of caregivers are…
This portfolio manager knew he wanted to be an advisor when he was a teenager
Open this photo in gallery: “I don’t think this is typical of most financial advisors, but I knew…
Six ways to keep the momentum going in your practice
Open this photo in gallery: Advisors should find common ground with prospects before contacting them.filadendron/iStockPhoto / Getty Images…
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…
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…
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…
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…