News and resources for Canada's top financial advisors
Est. 1998
Melissa is the editorial director of Advisor.ca and leads Newcom Media Inc.’s group of financial publications. She has been with the team since 2011 and been recognized by PMAC and CFA Society Toronto for her reporting. Reach her at mshin@newcom.ca. You may also call or text 416-847-8038 to provide a confidential tip.
Industry
The firm also hopes to reach 25% women advisors by 2025
By Melissa Shin |March 18, 2024
3 min read
Regulation
The SRO also updated its exam timeline for mutual fund dealers
By Melissa Shin |March 13, 2024
Industry News
Allyship can involve creating opportunities and sharing the accomplishments of others
By Melissa Shin |March 7, 2024
Firm said the move supports its goal of doubling AUM and increasing market share to 10%
By Melissa Shin |March 6, 2024
2 min read
Market Insights
Analysis from Morningstar Direct found most of the AUM increase came from market appreciation
By Melissa Shin |March 1, 2024
Tax Strategies
The rare occurrence can affect eligibility for registered plans, but there’s relief for temporary situations
By Melissa Shin |February 27, 2024
Over time, the bank intends to reduce its controlling stake
By Melissa Shin and Ian Bickis, Canadian Press |February 23, 2024
Meghan Meger announces her retirement as Maarten Jansen, Craig Meeds and Martha Moen join the firm
By Melissa Shin |February 21, 2024
Longtime president and CEO alleges he was let go without notice
By Michelle Schriver and Melissa Shin |February 9, 2024
5 min read
Planning and Advice
February 5, 2024|4 min read
November 28, 2023|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
Investments
March 14, 2024|3 min read
December 15, 2023|3 min read
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