CIRO releases proposals to allow investment advisors to incorporate
Open this photo in gallery: CIRO says advisors who incorporate would be at advantage and able to pass…
This advisor started out in a bank call centre before becoming a portfolio manager
Open this photo in gallery: Jennifer Tozser, senior wealth advisor and portfolio manager with Tozser Wealth Management at…
Why this advisor hired a broker to help her buy her first book of business
Open this photo in gallery: Maja Bekic, founder and wealth advisor with Redline Wealth Management Inc. at Designed…
Louai Bibi’s plan for FIRE couple with complex needs wins financial planning award
Open this photo in gallery: The winning financial plan in this year’s National Financial Planning Awards involved a…
This advisor wanted to be an RCMP officer until two finance books changed his career trajectory
Open this photo in gallery: Travis Koivula of Aviso Wealth in Victoria, says other advisors should invest in…
Why this money manager is buying Agnico Eagle, Nutrien and trimming Alphabet
Open this photo in gallery: Martin Pelletier, senior portfolio manager with TriVest Wealth Counsel at Wellington-Altus Private Counsel…
With abundance of alternative products, advisors need to do their homework
Open this photo in gallery: Meric Koksal from CIBC Global Asset Management speaks at Globe Advisor’s Wealth Leadership…
Complex OAS residency rules key to court decision leaving retiree with benefit cut almost in half
Open this photo in gallery: A recent court case involved a man who had to pay back $20,000…
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…