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…
Summer reading for ambitious advisors
Open this photo in gallery: Some advisors read books to help understand their clients’ approaches to money, while…
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…
Hotels are designed to help you relax. Here are design tricks to bring the look and feel home
Ever notice how your shoulders seem to drop the moment you walk into a great hotel room? That’s…
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…
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,…
Do you really need that new fitness gadget?
Open this photo in gallery: Many fitness gadgets are marketed toward women, pitched as a way to get…
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…