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
Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news
By Katie Keir | December 8, 2023
3 min read
Find ways to excel at the basics, panellists suggested at a CFA Society Toronto event
By Katie Keir | December 7, 2023
4 min read
Industry News
In other news, two advisor teams joined Richardson Wealth's new Victoria-based office
By Katie Keir | November 30, 2023
Firms are puzzling out how to balance significant overhead costs with advisor support
By Katie Keir | November 21, 2023
Other developments this week include cuts at Manulife and several advisor team moves
By Katie Keir | November 15, 2023
2 min read
Two wealth groups left Richardson Wealth, plus other notable moves across financial services
By Katie Keir | November 9, 2023
Multiple industry veterans made changes, plus Richardson Wealth's John Horwood retired
By Katie Keir | November 3, 2023
Retirements sparked changes across some firms
By Katie Keir | October 26, 2023
Approval came nine months after the firm filed its initial application
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
By Katie Keir | October 11, 2023
Industry watchdogs can't "sit in an ivory tower" as they push for industry change, said Stan Magidson
By Katie Keir | October 5, 2023
Planning and Advice
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
September 15, 2023|3 min read
June 20, 2023|3 min read
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