News and resources for Canada's top financial advisors
Planning and Advice
What to do when you suspect an elderly client is being manipulated in a late-life relationship
By Allan Janssen |May 27, 2024
4 min read
Regulation
Tougher capital rules may lead to sharply lower lending
By James Langton |May 24, 2024
2 min read
Financial planners now have requirements related to trusted contacts, conflicted roles
By Michelle Schriver |May 22, 2024
Industry
Combined firm will serve about 200 current and retired pro hockey players
By Jonathan Got |May 16, 2024
Your Business
Having a personal brand can help you retain clients during a transition
By Noushin Ziafati |May 13, 2024
Firm sanctioned over reporting, registration failures
By James Langton |May 9, 2024
1 min read
It's the largest year-over-year increase in business insolvencies in 37 years, association says
By The Canadian Press |May 3, 2024
Forecasters widely expect the Bank of Canada to lower its policy rate in June or July
By Nojoud Al Mallees, The Canadian Press |May 2, 2024
Risk of a trade war, inflation, higher interest rates accompanies U.S. vote
By James Langton |April 23, 2024
Economists expect Canada to begin cutting interest rates before the U.S.
By Nojoud Al Mallees, The Canadian Press |April 19, 2024
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