News and resources for Canada's top financial advisors
Est. 1998
News
Katie is special projects editor for Advisor.ca and has worked with the team since 2010. In 2012, she was named Best New Journalist by the Canadian Business Media Awards. Reach her at katie@newcom.ca.
Industry
A variety of changes occurred across several industry areas
By Katie Keir |March 18, 2024
2 min read
Other major top-level shifts have occurred at CIBC and the Ontario Securities Commission
By Katie Keir |March 7, 2024
3 min read
The new Federation of Independent Dealers named its 2024 board leader and future focus
By Katie Keir |March 5, 2024
Alongside BMO Private Wealth’s leadership shift were several other veteran and advisor announcements
By Katie Keir |February 23, 2024
Two people departed from Scotiabank, including veteran executive Jake Lawrence
By Katie Keir |February 15, 2024
Industry News
Meeds had been head of investment management practices and wealth insurance services since 2018
By Katie Keir |February 9, 2024
New firm Delisle Advisory Group named a COO, plus more executive and advisor shifts
By Katie Keir |February 2, 2024
Leslie Byberg will oversee enforcement as the regulator looks for a new director
By Katie Keir |January 23, 2024
Alongside Macoun's pending exit from Canada Life were changes at Wellington-Altus, Broadridge Financial and more
By Katie Keir |January 18, 2024
Planning and Advice
February 5, 2024|4 min read
November 28, 2023|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
Investments
March 14, 2024|3 min read
December 15, 2023|3 min read
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