Her parents’ divorce drove this CFP to be financially independent – and to help other women do the same
Open this photo in gallery: Julie Seberras, head of wealth planning and practice management at Manulife Wealth.Supplied In…
Where advisors share their real money stories
Open this photo in gallery: The Behind the Advice podcast, now in its fourth season, is a way…
Why this money manager believes Obi-Wan Kenobi would make a good advisor
Open this photo in gallery: Benoît Poliquin, president and portfolio manager at Ottawa-based Exponent Investment Management.Supplied In the…
Orchestration is becoming the advisor’s job
Open this photo in gallery: The best advisors are now expected to be the point person orchestrating the…
This retiree enjoys painting, podcasting and writing investment books
Open this photo in gallery: After losing money early in retirement with an investment advisor, Ian Duncan MacDonald,…
Been ghosted by a client? Try not to take it personally
Open this photo in gallery: Financial ghosting has become an increasingly familiar part of the job, exposing just…
What advisors can learn about portfolio structure from Canada’s pension plans
Open this photo in gallery: At CPP Investments, a risk anchor keeps the portfolio aligned with long-term goals…
The uncertain value of performance fees in asset management deals
Open this photo in gallery: Performance fees have become less relevant in Canadian asset management during the past…
Why advisors should focus on a continuity strategy as part of succession planning
Open this photo in gallery: Succession planning is about ensuring that when change does come, it’s not disruptive…
Why some wealthy clients are focused on ‘enough’ rather than ‘more’
Open this photo in gallery: Some wealthy clients are deciding that time, health and meaning outrank pure financial…
How retirees can plan for expense shocks
Open this photo in gallery: Clients should address potential big spending items while they still have employment income.SeizaVisuals/iStockPhoto…
Cultural ties and shared values contributed to the success of this advisor’s book purchase
Open this photo in gallery: Christopher Dewdney, certified financial planner at Dewdney & Co. in Mississauga.Supplied In Buy…