Columnists

Mark Rosen

Investments

What to do in the face of volatile share prices

Advisors who take the correct course of action put themselves in the driver’s seat

September 10, 2024

3 min read

Should corporate caretakers be billionaires?

Runaway executive pay remains an intractable problem for investors

June 19, 2024

3 min read

Handling corporate proxy fights

When activist investors and boards go to battle, focus on your clients’ interests

March 14, 2024

3 min read

Advisors should be wary of conflicts when reviewing stock ratings

There may be more behind analysts’ recommendations

December 15, 2023

3 min read

Curtis Davis

Tax & Estate

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

December 5, 2023

4 min read

The cost of TFSA contributions for non-residents

Case study explains the consequences

September 27, 2023

3 min read

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

March 31, 2023

3 min read

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

November 7, 2022

3 min read

Wilmot George

Tax & Estate

Mutual funds and segregated funds: 5 points to note for tax season (and beyond)

Both are common, useful investments — but there are important nuances

March 12, 2026

6 min read

3 year-end tax planning strategies for investors

Tax-loss selling, TFSA withdrawals and a final RRSP contribution at 71

December 17, 2025

5 min read

Business succession planning

The benefits of planning and considerations for your client when choosing a successor

October 20, 2025

4 min read

Post-mortem planning for private company shares

Using the 164(6) loss carryback technique to avoid double taxation

August 13, 2025

7 min read

Jeff Thorsteinson

Planning and Advice

The advisor’s closing triangle

Clients say yes when trust, logic and meaning finally align

May 26, 2026

8 min read

5 steps to building better centres of influence

Advisors need a more disciplined approach to professional referrals

May 14, 2026

6 min read

Nothing to fear, but fear itself

Financial advisors matter most when the going gets tough

April 29, 2026

5 min read

Jeff Cait

Life

Canada’s best participating whole life insurance product

Hint: it has as much to do with company structure as product design

May 26, 2026

6 min read

Today is already here

Advisors don’t need to wait for their firm to implement the centaur AI model

May 20, 2026

5 min read

Demutualization, AI and the independent advisor

The era of the charismatic generalist whose personality wins the business is over

May 11, 2026

7 min read

Harvey Naglie

Regulation

Principles-based regulation is failing investors

Two decades on, it has delivered flexibility for firms and weaker protection for investors

May 25, 2026

4 min read

CFFiM just said the quiet part out loud

Its submission to OBSI’s external review argues the ombud service should focus “solely on case findings”

May 19, 2026

4 min read

The OSC should do more on investor protection

The regulator was given a broader mandate in 2021 — its priorities are out of balance

May 12, 2026

4 min read

Kevin Press

Industry

‘Equity is equity and debt is debt’

May 22, 2026|3 min read

The future of financial advice

May 15, 2026|3 min read

Neela White

Longevity

Grey divorce is ruining retirement plans

May 22, 2026|4 min read

Health-care costs threaten the intergenerational wealth transfer pt. 2

April 23, 2026|4 min read

John Novachis

Your Business

Find a new purpose before you retire

May 20, 2026|4 min read

Is your junior advisor ready to take the lead?

February 11, 2026|4 min read

Stephanie Holmes-Winton

Planning and Advice

You think your advice is valuable? Prove it

May 12, 2026|3 min read

Adjusting cash-flow plans for financial windfalls

March 3, 2026|3 min read

Daniel Collison

Your Business

10 steps to winning business with estate planning

May 8, 2026|4 min read

Network prospecting

March 25, 2026|5 min read

Michael Campbell

Marketing

Mike Banham

Research

4 new learnings on the intergenerational wealth transfer

April 29, 2026|3 min read

CRM3’s winners and losers

February 26, 2026|3 min read

Robin Riviere

Your Business

Benchmarking and peer groups: getting the comparison right

April 21, 2026|3 min read

Advisors don’t need more time — they need fewer bottlenecks

April 2, 2026|3 min read

Kevin Hayes

Your Business

The real reason your firm isn’t growing

April 15, 2026|4 min read

The hiring decisions shaping advisory firms in 2026

January 27, 2026|4 min read

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