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 /…
Six ways to keep the momentum going in your practice
Open this photo in gallery: Advisors should find common ground with prospects before contacting them.filadendron/iStockPhoto / Getty Images…
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…
Planning to manage your own money in retirement? Understand the risks
Open this photo in gallery: Rick Evans from West Kelowna, B.C., is a long-time do-it-yourself investor who enjoys…
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…