This portfolio manager knew he wanted to be an advisor when he was a teenager
Open this photo in gallery: “I don’t think this is typical of most financial advisors, but I knew…
Making Thanksgiving money talks a little less awkward
Open this photo in gallery: Thanksgiving is a natural occasion to discuss estates and wealth more generally.CSA-Printstock/iStockPhoto /…
Considering a management buyout of your wealth firm? Here are the key issues to weigh
Open this photo in gallery: Management buyouts are becoming a more popular choice in Canada’s wealth management industry.Dilok…
How high-net-worth families can get the most from RESPs
Open this photo in gallery: Two RESP funding approaches tend to dominate for high-net-worth families, but there are…
Back to school, with a financial twist
Open this photo in gallery: Discussing RESP strategies with kids is a way to teach them about compound…
Why this advisor believes childhood financial trauma makes him better at his job
Open this photo in gallery: Jason Pereira, a certified financial planner and partner at Woodgate Financial in Toronto.Ajani…
This advisor uses her early passion for teaching to help clients understand their finances
Open this photo in gallery: Linda Shick, senior portfolio manager and senior wealth advisor with Family Wealth Counsel…
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…
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…