Planning and Advice

Truth in labelling comes for Ontario advisors

Advisor's Edge

Truth in labelling comes for Ontario advisors

As the province adjusts to titles regulation, we look at Quebec’s experience

By Melissa Shin |May 9, 2022

2 min read

Investor’s inheritance, ESG concerns prompt her to switch advisors

Advisor's Edge

Investor’s inheritance, ESG concerns prompt her to switch advisors

Help this client factor in ESG investing and plan for the future

By Suzanne Yar Khan |May 9, 2022

7 min read

Adventures in personality testing

Advisor's Edge

Adventures in personality testing

What I learned from taking four firms’ personality or behavioural assessments

By Mark Burgess |May 9, 2022

3 min read

Acting as attorney for property when your client is family

Advisor's Edge

Acting as attorney for property when your client is family

Best practice calls for separate roles

By Michelle Schriver |May 9, 2022

2 min read