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.
News
Economist's findings helped advisors understand that people often make irrational decisions
By Melissa Shin |March 27, 2024
4 min read
Products
There are practical steps to take following the Emerge Canada saga
By Melissa Shin |March 25, 2024
5 min read
A year after an unprecedented cease-trade order, unitholders are still waiting for answers
9 min read
Industry
And all Big Six banks that pledged to increase the number of Black board members have done so
By Melissa Shin |March 21, 2024
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
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
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.