News and resources for Canada's top financial advisors
Planning and Advice
I’m biased. I think most of the Canadian wealth management industry has got it backwards. Case in point, the financial regulators that inadvertently support the product pushers. They’re well meaning and do a pretty good job, but they regulate products instead of advice. There’s a different regulator for insurance, stocks, mutual funds, and for mortgages […]
By Ted Rechtshaffen |September 1, 2009
14 min read
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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