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Mike Floyd, CEO of ThinkForces Advisory Group, on how to get AI right in the Canadian wealth management industry. It is more than a technology shift, he says — it is an opportunity to rethink firm business models.

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Partner Reports

Elevating the Standard: Why the IAFP’s New Fiduciary Requirement is a Landmark for Canadian Financial Planning

The IAFP® is setting a new standard for financial planning in Canada.

Tax Strategies

What happens to an RESP when a family moves to the U.S.?

As long as the child remains a U.S. resident, they benefit from the Canada Education Savings Grant

By Carson Hamill |May 15, 2026

3 min read

Regulation

CSA seeks changes to buyback, takeover rules

Reforms aim to give issuers flexibility, enhance disclosure for shareholders

By James Langton |May 15, 2026

2 min read

Economy

Carney, Smith sign carbon price deal, suggest fall 2027 pipeline approval

Pipeline is dependent on the Pathways carbon capture project, requires First Nations consultations

By Jack Farrell and Bill Graveland, The Canadian Press |May 15, 2026

3 min read

Planning and Advice

With a demographic shift underway, advisors need to adapt and earn younger investors’ trust

Gen Z, Millennials want hyper-personalized contact, someone who understands their values and how they consume info

By Noushin Ziafati |May 14, 2026

4 min read

Economic Indicators

Annual pace of housing starts up in April: CMHC

Year-to-date actual starts up 6%, driven by B.C. and Ontario

By The Canadian Press |May 15, 2026

1 min read

Industry News

Sun Life is working on its retail wealth reputation

Reggie Alvares wants advisors to know that they’re more than just insurance

By Jonathan Got |May 14, 2026

2 min read

Featured Columnists

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Kevin Press

Industry

The future of financial advice

May 15, 2026|2 min read

Jeff Thorsteinson

Planning and Advice

5 steps to building better centres of influence

May 14, 2026|6 min read

Jeff Cait

Life

Demutualization, AI and the independent advisor

May 11, 2026|7 min read

Regulation

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 →

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.

Featuring Adam Ditkofsky | May 11, 2026

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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.

Featuring Leslie Alba | May 4, 2026

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TSX well positioned as energy rises, gold resets

CIBC Global Asset Management’s Tudor Padure says materials and energy have historically outperformed during periods of oil-driven inflation.

Featuring Tudor Padure | April 27, 2026

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Global infrastructure poised to shine on growth, inflation and value

Portfolio manager Andrew Maple-Brown says global-listed infrastructure is set for earnings growth.

Featuring Andrew Maple-Brown | April 20, 2026

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Webinar

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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.

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Featured Columnists

Kevin Press

Jeff Thorsteinson

Jeff Cait

Regulation

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Wednesday, June 3, 2026 at 2:00 PM (ET)