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…
In a bustling world, forest bathers trade to-do lists for the stillness of nature
When artist Amos Marsters thinks about his happy place, the spot he feels most at peace, his mind…
My family of five tried to cut out ultraprocessed foods for a week. Here’s what we learned
Let me tell you about a random Wednesday in March when I tried to feed my family of…
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…
New weight-loss drugs such as Ozempic can also erase people’s love of food
When Joel Brown was a chef in the 2010s in Toronto, tasting a brilliant new dish was like…
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…
Ontario court rules registered plans belong to designated beneficiary, not to estate
Open this photo in gallery: A judge ruled registered accounts were to be treated according to their beneficiary…