News and resources for Canada's top financial advisors
Planning and Advice
Canadians are more concerned with meeting current needs than saving for the future, according to industry surveys
By Jonathan Got |February 13, 2024
2 min read
Challenges include product availability, proper portfolio construction
By Jonathan Got |February 1, 2024
3 min read
Applying lessons from the marketing world to financial advice
By Sam Sivarajan |December 20, 2023
The October sitting had 57 candidates
By Staff |November 30, 2023
1 min read
Most clients are best served by a variable spending strategy
By Benjamin Felix |November 28, 2023
4 min read
Financial advisors must understand their clients' motivations before shaping their behaviour
By Jonathan Got |November 27, 2023
Estate Planning
Parents intend to leave a much greater inheritance than their children expect, survey says
By Staff |November 7, 2023
Understanding how decisions are made can make us better advisors
By Sam Sivarajan |October 23, 2023
Finding the reason can help an advisor improve their practice
By Todd Humber |October 6, 2023
Only half of the donation tax credit can be applied against the AMT, down from 100%
By Rudy Mezzetta |October 3, 2023
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