Jonathan Got

Jonathan Got is a reporter with Advisor.ca and its sister publication, Investment Executive. Reach him at jonathan@newcom.ca.

Industry

Cardinal Point teams with Gavin Hockey Wealth Specialists

Combined firm will serve about 200 current and retired pro hockey players

By Jonathan Got |May 16, 2024

2 min read

Planning and Advice

Help your client address the volatility of equity compensation

Assessing income sources, diversifying are key

By Jonathan Got |May 14, 2024

4 min read

Industry News

iA Financial posts net income of $233 million in Q1

Also, Michael L. Stickney will retire from the executive committee

By Jonathan Got |May 10, 2024

1 min read

Industry

Sun Life posts first-quarter net income of $875 million

Sun Life had $1.47 trillion in assets under management on March 31

By Jonathan Got |May 10, 2024

1 min read

Planning and Advice

Client meetings: in person or virtual?

Clients did not have the same preferences for in-person meetings as planners

By Jonathan Got |May 8, 2024

2 min read

Regulation

Canada headed for a hybrid open-banking regime

The government will set the standards for the private sector to implement

By Jonathan Got |May 8, 2024

4 min read

Industry

Second bill on open banking expected in the fall

Screen scraping would be phased out over time

By Jonathan Got |May 7, 2024

2 min read

Industry

Desjardins using CapIntel Correlate for client education, CFR help

Also, BDO releases AI for wealth management

By Jonathan Got |May 2, 2024

2 min read

Technology

How financial planning software companies are prepping for June 25

Advisors without access to new capital gains modelling are sharing Excel spreadsheets in the meantime

By Jonathan Got |April 29, 2024

4 min read

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Should business owners avoid CPP by paying themselves dividends?

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Coreen Sol

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Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

Understanding clients means helping them feel in control

December 20, 2023|3 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read