Home | Advisor.ca

Wedding bells — or alarm bells?

Planning and Advice

Wedding bells — or alarm bells?

What to do when you suspect an elderly client is being manipulated in a late-life relationship

By Allan Janssen |May 27, 2024

4 min read

FCNB joins fight against LLQP cheats

Regulator follows CISRO, FSRA with tougher exam administration policy

By James Langton |May 28, 2024

1 min read

CRA announces prescribed rate for Q3

Agency confirms the interest rate Canadians must pay on overdue tax will drop to 9%

By Rudy Mezzetta |May 28, 2024

2 min read

FSRA seeks CRM2-like disclosures for seg funds

Proposal would require seg fund disclosure of embedded costs

By James Langton |May 27, 2024

2 min read

Industry Insights

Bring a new perspective to family wealth transfer

Wealth transfer is on your clients’ minds. Are segregated funds in their portfolio?

Partner Reports

Energizing the Future: Skyline Clean Energy Fund’s Role in Canada’s Renewable Revolution

Learn about Skyline Clean Energy Fund, an equity growth fund offering investors access to renewable infrastructure assets backed by long-term government contracts. Skyline Clean Energy Fund is helping Canada transition to clean energy, while simultaneously providing investors with historically stable returns.

FAIR Canada applauds Saskatchewan’s OBSI bill

“Landmark” legislation is significant step forward in protecting investors, organization says

By James Langton |May 28, 2024

2 min read

The outlook for a rate cut in June

Economist considers the factors influencing the Bank of Canada’s next interest rate announcement

By Alizée Calza |May 27, 2024

4 min read

Partnering like a pro: Advisors and family meeting facilitators

Family meetings can break the money taboo and set families up for financial success

By Noushin Ziafati |May 24, 2024

6 min read

OSFI confronts rising liquidity risks

Regulator consults on revisions to boost intra-day liquidity insight

By James Langton |May 27, 2024

2 min read

DFSA no longer an approved credential in Ontario

Designation holders have six months to obtain a different credential to use the financial advisor title

By Michelle Schriver |May 23, 2024

3 min read

Spot Ethereum ETFs clear key SEC hurdle

The development comes months after the regulator approved bitcoin ETFs

By Noushin Ziafati |May 24, 2024

3 min read

Featured Columnists

Melissa Shin

EMBARGOED – Product news: Whitelabelling comes to Canada

August 8, 2024|3 min read

The Canadian Press

Fitch downgrades TD Bank outlook to negative

May 29, 2024|1 min read

Elaine Kurtenbach

IMF upgrades its forecast for China’s economy

May 29, 2024|2 min read

Ritika Dubey, The Canadian Press

More Canadians making only minimum payment on credit cards: TransUnion

May 28, 2024|2 min read

Staff

Latest market numbers

May 28, 2024|1 min read

Ian Bickis, Canadian Press

Scotiabank profits slip amid rising strain in auto loans, mortgages

May 28, 2024|3 min read

What’s happening with Emerge ETFs?

A man inspects digital file with a magnifying glass.

Businessman reading document contract papers with magnifying glass at office desk, close up with selective focus

Businessman looking through a magnifying glass at documents.

Grandmother tickling her granddaughter, who is in her mother’s arms on the couch.

The Forbidden City palace museum with sunset glow in beijing, China

Scotiabank building detail

Emerge ETFs unitholder calls for greater oversight

By Melissa Shin |April 29, 2024

OSC still overseeing Emerge Canada

By Melissa Shin |April 16, 2024

What we’ve learned from the Emerge ETFs saga

By Melissa Shin |March 25, 2024

Bring a new perspective to family wealth transfer

June 3, 2024

IMF upgrades its forecast for China’s economy

By Elaine Kurtenbach |May 29, 2024

Scotiabank profits slip amid rising strain in auto loans, mortgages

By Ian Bickis, Canadian Press |May 28, 2024

All Podcasts →

Canadian Stock Picks by Sector

Best opportunities can outperform regardless of economic backdrop, senior portfolio manager says.

Featuring Craig Jerusalim|May 27, 2024

From

A Playbook for Bond Investors

With rate cuts priced in, plus potential for stickier inflation, portfolio manager shares his fixed-income strategy.

Featuring Adam Ditkofsky, CFA|May 17, 2024

From

Housing Is a Tale of Two Markets

Demand for detached homes versus condos diverges ahead of interest rate cuts, economist says.

Featuring Benjamin Tal|May 13, 2024

From

Bull Energy Market Has Room to Run

Amid net-zero transition, oil won’t go out with a whimper, portfolio manager says.

Featuring Daniel Greenspan|May 6, 2024

From

Webinar

All webinars →

Glowing keyhole surrounded by yellow and green dots.

What is the future of ESG?

Wednesday, May 8, 2024 at 1:00 pm ET

This virtual roundtable replay will discuss how ESG will adapt for the future and what investment products and themes could emerge.

Sponsored by