News and resources for Canada's top financial advisors
Advisor's Edge
Veterans explain how they support new team members
By Katie Keir |November 14, 2017
10 min read
Whether you're a hockey coach or partner in a business, regulators want to know
4 min read
Common pitfalls when caring for a property
By James Dolan |November 14, 2017
This year, crystallize capital transactions by Dec. 27
By Doug Carroll |November 14, 2017
3 min read
Scenario: Gwyn and Farid* of North Vancouver have divorced, with a court awarding them joint custody of their 12-year-old daughter, Ashley. Problem is, the couple can’t agree on a custody schedule, and Ashley doesn’t like seeing her mother (and blames her for the divorce). Gwyn comes to you, her advisor, asking for best practices, a […]
By Allan Tong |November 14, 2017
9 min read
Software can discover traders’ patterns, behaviours and relationships, all without human instruction
By Simon Doyle |November 14, 2017
5 min read
Occupation Student and retired police officer City Thunder Bay, Ont. Age 65 I’ve been investing since: My mid-40s Portfolio: About $300,000 in an RRIF; a home in Thunder Bay; pensions that net about $95,000 per year; roughly $100,000 worth of vintage and collectible cars and boats; small mortgage on my home. I recently sold a […]
By Susan Goldberg |November 14, 2017
Client profile Brad and Lydia Anderson* are both 50 years old and plan to retire in 15 years. They’re comfortable financially, but their investments are scattered across five institutions and their strategy isn’t optimised to meet their goals. Brad is a successful IT consultant and Lydia is a senior manager at a major construction equipment […]
By Dean DiSpalatro |February 5, 2016
If Katie Keir had sought an advisor after she graduated school, she would’ve failed.
January 16, 2015
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