Why practice valuation often comes last when finding a successor
Open this photo in gallery: Christine Timms (right) speaks during a panel discussion on best practices for buying…
Her parents’ divorce drove this CFP to be financially independent – and to help other women do the same
Open this photo in gallery: Julie Seberras, head of wealth planning and practice management at Manulife Wealth.Supplied In…
Where advisors share their real money stories
Open this photo in gallery: The Behind the Advice podcast, now in its fourth season, is a way…
Why this money manager believes Obi-Wan Kenobi would make a good advisor
Open this photo in gallery: Benoît Poliquin, president and portfolio manager at Ottawa-based Exponent Investment Management.Supplied In the…
After buying a messy insurance book, this advisor saw an opportunity to start fresh with clients
Open this photo in gallery: Tami Romanchuk, certified financial planner and insurance specialist at Excalibur Executive Planning.Chris TT…
Abstract illustrator Robert Pasternak blends genres and scale with surreal miniature exhibition in Winnipeg
In the early 2000s, as he shuffled between midnight buses, heading home late from his studio in Winnipeg,…
Orchestration is becoming the advisor’s job
Open this photo in gallery: The best advisors are now expected to be the point person orchestrating the…
The week’s best fixed and variable mortgage rates
Open this photo in gallery: A home for sale in Toronto in December, 2021. Inflation reached 2.8 per…
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…