News and resources for Canada's top financial advisors
Why the industry needs more female advisors.
Featuring Carissa Lucreziano, CFP | March 7, 2023
Advisors can help clients build confidence.
Featuring Carissa Lucreziano, CFP | January 9, 2023
Advisors can help clients with debt and long-term goals.
Featuring Carissa Lucreziano, CFP | December 6, 2022
Help clients prioritize the most tax-efficient assets.
Featuring Susan Wood | August 2, 2022
The conversation should reflect their age and stage of life.
Featuring Susan Wood | June 29, 2022
Investors are increasingly interested in the non-financial impacts of their portfolios.
Featuring Aaron White | April 4, 2022
A different approach to communication and planning can strengthen relationships.
Featuring Carissa Lucreziano, CFP | March 7, 2022
Women may rely more on facts than their guts when making investment decisions.
Featuring Carissa Lucreziano, CFP | December 14, 2021
Investors may require more holistic and thoughtful advice than ever before.
Featuring Carissa Lucreziano, CFP | November 24, 2021
Last year’s returns likely won’t be repeated, analyst says.
Featuring Éric Morin, M.sc | May 10, 2021