Home | Advisor.ca

Kelly McDonald and Matt Saunders sit down for a candid conversation about the use of AI tools and AI-related risks in the financial services industry.

Learn more

Expert Advice

Are bond investors missing out on global opportunities?

Broaden the opportunity set and manage risks by looking beyond Canadian and U.S. bonds, says Amundi’s Reine Bitar, who comanages the NEI Global Total Return Bond Fund.

Industry News

Complaints, permanent bans up for financial planners in 2025

Complaints increased 47% year over year, with complaints from the public more than doubling

By Staff |May 27, 2026

1 min read

Regulation

Ontario regulators seek firms’ plans for business outcomes, risk management

Closing gaps in principles-based regulation was discussed at FSRA event

By Michelle Schriver |May 27, 2026

3 min read

Industry

CIBC signs deal to sell Caribbean unit for US$1.6B

Bank reports Q2 profit of $2.5B, up from $2B last year

By Sammy Hudes, The Canadian Press |May 28, 2026

3 min read

Industry News

TD Bank says AML steps coming along as it reports $4.3B Q2 profit

Wealth management and insurance business earned $837M, up from $707M

By Sammy Hudes, The Canadian Press |May 28, 2026

3 min read

Industry News

EQB expects business to shift following PC Financial deal

Bank says it anticipates July 1 close; reports Q2 earnings of $78.3M

By The Canadian Press, with files from staff |May 28, 2026

2 min read

Products

‘A natural evolution’: Institutional asset manager LetkoBrosseau enters retail channel with eight mutual funds

The new funds have the same investment approach, team as the firm’s existing institutional strategies

By Noushin Ziafati |May 27, 2026

3 min read

Featured Columnists

View all

Jeff Cait

Life

Canada’s best participating whole life insurance product

May 26, 2026|6 min read

Jeff Thorsteinson

Planning and Advice

The advisor’s closing triangle

May 26, 2026|8 min read

Kevin Press

Industry

‘Equity is equity and debt is debt’

May 22, 2026|3 min read

Regulation

Class action against FSRA over PACE dismissed

FP Canada reviewing QAFP designation

By Kevin Press |April 2, 2026

Class action against FSRA over PACE dismissed

By James Langton |March 2, 2026

CIRO issues series of guidance updates

By James Langton |February 24, 2026

All Podcasts →

Growth holds firm amid inflation drag

CIBC Global Asset Management’s Eric Morin says resilient demand and steady policy keep the growth outlook near trend.

FeaturingÉric Morin | May 25, 2026

From

Equities climb despite rising macro risks

CIBC Global Asset Management’s Craig Jerusalim says strong company earnings and investor FOMO are driving the rally.

FeaturingCraig Jerusalim | May 18, 2026

From

Active management key as bond markets reprice risk

CIBC Global Asset Management’s Adam Ditkofsky says portfolio positioning comes down to balancing duration, yield curve exposure and sector risk.

FeaturingAdam Ditkofsky | May 11, 2026

From

Higher yields restore bonds’ role as key diversifier

CIBC Global Asset Management’s Leslie Alba is confident being overweight in corporate bonds, despite spreads at historic tights.

FeaturingLeslie Alba | May 4, 2026

From

Webinar

All webinars →

Private Equity Foundations

Wednesday, June 3, 2026 at 2:00 pm ET

This session offers a practical introduction to private equity, covering what it is, how it works, and the role it can play in diversified client portfolios.

Featured Columnists

Jeff Cait

Jeff Thorsteinson

Kevin Press

Regulation

From

From

From

From

Wednesday, June 3, 2026 at 2:00 pm ET

Sponsored by