News and resources for Canada's top financial advisors
Est. 1998
News
Katie is special projects editor for Advisor.ca and has worked with the team since 2010. In 2012, she was named Best New Journalist by the Canadian Business Media Awards. Reach her at katie@newcom.ca.
Industry
Notable news comes from banking, and a new leader joins Sterling Mutuals
By Katie Keir |April 15, 2024
2 min read
Industry News
A mix of retirements and firm expansions, alongside RBC's termination notice
By Katie Keir |April 10, 2024
3 min read
Two firms use same vendors, and iA has experience recruiting corporate advisors
By Katie Keir and Melissa Shin |April 5, 2024
A new CFO for Sun Life Financial, plus a newly created growth-focused role within ScotiaMcLeod
By Katie Keir |March 25, 2024
A variety of changes occurred across several industry areas
By Katie Keir |March 18, 2024
Other major top-level shifts have occurred at CIBC and the Ontario Securities Commission
By Katie Keir |March 7, 2024
The new Federation of Independent Dealers named its 2024 board leader and future focus
By Katie Keir |March 5, 2024
Alongside BMO Private Wealth’s leadership shift were several other veteran and advisor announcements
By Katie Keir |February 23, 2024
Two people departed from Scotiabank, including veteran executive Jake Lawrence
By Katie Keir |February 15, 2024
Planning and Advice
March 20, 2024|5 min read
February 5, 2024|4 min read
March 7, 2024|4 min read
December 15, 2023|2 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
February 8, 2024|5 min read
November 15, 2023|6 min read
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