News and resources for Canada's top financial advisors
Est. 1998
Equities
U.S. equities manager shares his outlook.
Featuring Paul Roukis | February 13, 2023
Fixed Income
Short-term corporates offer opportunities, PM says.
Featuring Pablo Martinez | February 6, 2023
Certain segments expected to perform better than others this year.
Featuring Michal Marszal, CFA | January 30, 2023
Some regions will fare better than others.
Featuring Amber Sinha, CFA | January 23, 2023
Economy
Higher bond yields, lower equity prices provide better starting point in 2023.
Featuring Luc de la Durantaye | January 16, 2023
Financial Planning
Advisors can help clients build confidence.
Featuring Carissa Lucreziano, CFP | January 9, 2023
Tax & Estate
FHSA provides opportunities, but watch out for surplus stripping and minimum tax.
Featuring Jamie Golombek | December 20, 2022
Strategies for tax-loss selling and more.
Featuring Jamie Golombek | December 13, 2022
Advisors can help clients with debt and long-term goals.
Featuring Carissa Lucreziano, CFP | December 6, 2022
Increased scrutiny will create better outcomes for the industry in the long run.
Featuring Aaron White | November 28, 2022
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