On the personal taxation front, 2013’s budget contains little good news, says Jamie Golombek, managing director of tax and estate planning for CIBC Wealth Management.

The Great Rotation—the flow of funds from bonds to equities—is no more than a catchy phrase, says CIBC’s Patrick O’Toole.

Small caps started 2013 on a high note, but have since taken a hit. So where can investors find opportunities?

An advisory practice is a complex machine, but without maintenance, it can fail.

The healthcare and housing sectors are performing particularly well in America.