News and resources for Canada's top financial advisors
Equities
Certain segments expected to perform better than others this year.
Featuring Michal Marszal, CFA | January 30, 2023
Some regions will fare better than others.
Featuring Amber Sinha, CFA | January 23, 2023
Economy
Higher bond yields, lower equity prices provide better starting point in 2023.
Featuring Luc de la Durantaye | January 16, 2023
Financial Planning
Advisors can help clients build confidence.
Featuring Carissa Lucreziano, CFP | January 9, 2023
Tax & Estate
FHSA provides opportunities, but watch out for surplus stripping and minimum tax.
Featuring Jamie Golombek | December 20, 2022
Strategies for tax-loss selling and more.
Featuring Jamie Golombek | December 13, 2022
Advisors can help clients with debt and long-term goals.
Featuring Carissa Lucreziano, CFP | December 6, 2022
Increased scrutiny will create better outcomes for the industry in the long run.
Featuring Aaron White | November 28, 2022
Fundamentals remain strong.
Featuring Benjamin Tal | November 23, 2022
CIBC’s sustainable investment head says headwinds are short-term.
Featuring Aaron White | November 21, 2022
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