What young, wealthy investors want from their advisors
Open this photo in gallery: To build trust, young investors expect advisors to safeguard their information, be transparent…
Canada’s emerging asset managers are being squeezed out. That’s a problem for investors
Open this photo in gallery: Independent asset managers have historically played an important role in delivering differentiated strategies…
On the Move: Reid McLaren returns to Canada as relationship manager at Designed Wealth Management
Open this photo in gallery: Reid McLaren (right) with his wife Tyrelle Hunt and their son Callum, on…
This advisor learned the value of being boring after losing out on a speculative stock early in his career
Open this photo in gallery: Harp Sandhu, senior wealth advisor and portfolio manager at Sandhu Wealth of Raymond…
For Canadian wealth management firms, less friction means more competition
Open this photo in gallery: Many operational inefficiencies that once caused headaches for clients have been automated away.ArtistGNDphotography/iStockPhoto…
This advisor wanted to be a pilot before veering into financial services
Open this photo in gallery: Rodney Anton with Evergreen Wealth Management at iA Private Wealth.Supplied In the Behind…
Court rules against senior looking to reverse OAS pension auto-enrolment
Open this photo in gallery: In 2013, Service Canada began auto-enrolling Canadians who were 65 for OAS.JHVEPhoto/iStockPhoto /…
It’s time for Canada to develop its own version of the RIA revolution
Open this photo in gallery: Canada’s independent advisory sector is at a pivotal moment. Institutional capital interest is…
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 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,…