Richardson Wealth deal gives iA Financial the ability to target a broader range of HNW advisors
Open this photo in gallery: iA Private Wealth president and CEO Adam Elliott says his firm has benefited…
New guidelines create process for expedited probate applications in Ontario
Open this photo in gallery: A new estate procedures manual in Ontario outlines how to make the case…
Estate plans are changing along with client ideas about legacy
Open this photo in gallery: Advisors should ask clients what problem they’re trying to solve with gifts.airdone/iStockPhoto /…
How insurers are enriching employee mental health benefits to meet shifting demand
Open this photo in gallery: What once meant a few counselling sessions through an employee assistance program (EAP)…
Why this advisor thinks volatile markets are the best time to evaluate investment portfolios
Open this photo in gallery: Sean Joseph, wealth advisor at CIBC Private Wealth in Oakville, Ont., says advisors…
The emotional side of illiquidity and other advice before wading into private markets
Open this photo in gallery: Advisors interested in private markets need to get comfortable with the complex strategies…
Software is playing a larger role in financial plans. What does that mean for financial planners?
Open this photo in gallery: Clients are looking for more sophisticated planning software that can manage multiple goals…
Why The Wealthy Barber’s David Chilton says the advice model needs to change
Open this photo in gallery: The Wealthy Barber author David Chilton answers questions about passive investing, estate plans,…
This advisor was a hotelier before choosing a career in financial services
Open this photo in gallery: Natalie Jamison, senior wealth advisor at ScotiaMcLeod, uses her podcast to teach financial…
Why pricing fits the family tree for some wealth management firms
Open this photo in gallery: A multigenerational model links parents, children and even grandchildren with tiered fees.Екатерина Скворцова/iStockPhoto…
Accounting for ‘transformative experiences’ in financial planning
Open this photo in gallery: Transformative experiences are an interesting problem for financial advisors. How do you prepare…
This advisor wanted to be a lawyer until she became her mom’s executor in her 20s
Open this photo in gallery: Kimberly Wood of Johnstone Wealth found herself reviewing household finances during her mom’s…