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…
Bria Fernandes is bidding farewell to Winnipeg, but her paintings and murals are a lasting love letter
Winnipeg’s Ellice Avenue tells a tale: of newcomer Canadians, with grocery stores focused on East African, South Asian…
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…
Artist John Felice Ceprano celebrates 40 years of rock sculptures by the Ottawa River
Water pours into John Felice Ceprano’s rubber boots as he fishes a glossy, football-shaped rock from the Ottawa…
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…
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…
Little-known OAS pension rule prevents deferral double dipping
Open this photo in gallery: For every month someone defers their OAS pension, they receive an additional 0.6…
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…