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Browsing Tag

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162 posts
PPersonal finance
This advisor dreamed of a career in finance as a teen, so he put up a CA recruitment poster on his bedroom wall
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This advisor dreamed of a career in finance as a teen, so he put up a CA recruitment poster on his bedroom wall

  • July 23, 2026
Open this photo in gallery: Shawn Filion, senior wealth management advisor at Desjardins Securities Inc.Stéphane Bourgeois/Supplied In the…
HHealthcare
Immigrant volunteers provide a safety net to help newcomers navigate life in Canada
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Immigrant volunteers provide a safety net to help newcomers navigate life in Canada

  • July 21, 2026
Care Between the Lines is a summer series, which will introduce you to volunteers in health care who…
PPersonal finance
CIRO proposals on advisor incorporation receive early mixed reviews
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CIRO proposals on advisor incorporation receive early mixed reviews

  • July 21, 2026
Open this photo in gallery: One expert who is in favour of CIRO’s proposal disagreed with its approach…
PPersonal finance
Little-known OAS pension rule prevents deferral double dipping
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Little-known OAS pension rule prevents deferral double dipping

  • July 17, 2026
Open this photo in gallery: For every month someone defers their OAS pension, they receive an additional 0.6…
PPersonal finance
How this senior forced herself to slow down in retirement after an intense career
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How this senior forced herself to slow down in retirement after an intense career

  • July 16, 2026
Open this photo in gallery: Shelagh Barrington, 73, is pictured in the Henry Moore Sculpture Centre at the…
PPersonal finance
How AI is putting pressure on the advisor fee model
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How AI is putting pressure on the advisor fee model

  • July 15, 2026
Open this photo in gallery: AI is another free source of information for clients that may be accelerating…
PPersonal finance
How minority investments are reshaping wealth management ownership
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How minority investments are reshaping wealth management ownership

  • July 15, 2026
Open this photo in gallery: Minority capital is no longer being used primarily to provide shareholder liquidity. Increasingly,…
EEconomy
What’s happening with the housing market? Ask our real estate reporters
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What’s happening with the housing market? Ask our real estate reporters

  • July 15, 2026
Open this photo in gallery: Economic uncertainty has led to a stagnant Canadian housing market and buyers hesitant…
PPersonal finance
On the Move: Tony Genua comes out of retirement to join Ninepoint
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On the Move: Tony Genua comes out of retirement to join Ninepoint

  • July 13, 2026
Open this photo in gallery: Portfolio manager Tony Genua, pictured in 2024, has come out of retirement after…
PPersonal finance
CIRO releases proposals to allow investment advisors to incorporate
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CIRO releases proposals to allow investment advisors to incorporate

  • July 9, 2026
Open this photo in gallery: CIRO says advisors who incorporate would be at advantage and able to pass…
PPersonal finance
This advisor started out in a bank call centre before becoming a portfolio manager
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This advisor started out in a bank call centre before becoming a portfolio manager

  • July 8, 2026
Open this photo in gallery: Jennifer Tozser, senior wealth advisor and portfolio manager with Tozser Wealth Management at…
PPersonal finance
Why this advisor hired a broker to help her buy her first book of business
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Why this advisor hired a broker to help her buy her first book of business

  • July 8, 2026
Open this photo in gallery: Maja Bekic, founder and wealth advisor with Redline Wealth Management Inc. at Designed…
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