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…
Business Brief: Five files to follow this week
Good morning. Hopes for a swift end to the Iran war faded as the United States seized an…
How to avoid these retirement income tax traps
Open this photo in gallery: Given the complexity of retirement income, clients can find themselves caught in tax…
After helping advisors with tax and estate solutions for years, Frank Di Pietro wanted a book of his own
Open this photo in gallery: Frank Di Pietro of Investia Financial Services grew tired of the heavy travel…
Four ways to disaster-proof your finances in this dreadful labour market
Open this photo in gallery: Today’s labour market is sluggish and uncertainty is high.diego_cervo/iStockPhoto / Getty Images We…
What young, wealthy investors want from their advisors
Open this photo in gallery: To build trust, young investors expect advisors to safeguard their information, be transparent…
Canada’s emerging asset managers are being squeezed out. That’s a problem for investors
Open this photo in gallery: Independent asset managers have historically played an important role in delivering differentiated strategies…
Why this advisor bought a book with 390 clients but kept only 150
Open this photo in gallery: Greg Keith, certified financial planner at Wealth Plan Atlantic in Saint John, has…
On the Move: Reid McLaren returns to Canada as relationship manager at Designed Wealth Management
Open this photo in gallery: Reid McLaren (right) with his wife Tyrelle Hunt and their son Callum, on…
This advisor says being independent, yet still part of a team, is her best career decision
Open this photo in gallery: Shay Steacy building the insulated skirting on her tiny home in Brockville, Ont.,…
Morning Update: Starter-home owners are stuck
Good morning. Canadians who manage to step onto the property ladder are finding that second rung further and…
13 U.S. health care stocks to consider in uncertain markets
What are we looking for? Health care has long been considered one of the most resilient defensive sectors…