Melissa Shin

Melissa is the editorial director of Advisor.ca and leads Newcom Media Inc.’s group of financial publications. She has been with the team since 2011 and been recognized by PMAC and CFA Society Toronto for her reporting. Reach her at mshin@newcom.ca. You may also call or text 416-847-8038 to provide a confidential tip.

Tough markets provide tax-loss harvesting opportunity

Tough markets provide tax-loss harvesting opportunity

More than half of the S&P/TSX Composite had negative price returns as of mid-November, report says

By Melissa Shin | November 24, 2023

2 min read

The trouble with client gifts

The trouble with client gifts

Meaningful gifts should be of sufficient quality to be valued

By Melissa Shin | November 10, 2023

2 min read

Updated: RBC, BMO commit to racial equity audits following engagement from investors

Updated: RBC, BMO commit to racial equity audits following engagement from investors

Initiative received 42% support from RBC shareholders at latest AGM, and 37% from BMO shareholders

By Melissa Shin | November 10, 2023

3 min read

CI Financial posts loss in third quarter

CI Financial posts loss in third quarter

The firm also saw net outflows of $465 million across its entire asset management segment

By Melissa Shin | November 9, 2023

2 min read

Emerge borrowed US$200,000 from employees as business tanked

Emerge borrowed US$200,000 from employees as business tanked

Employees also allege unpaid wages

By Melissa Shin | November 8, 2023

3 min read

Duane Green leaves Franklin Templeton

Duane Green leaves Franklin Templeton

Andrew Ashton takes over as chairman

By Melissa Shin | November 7, 2023

1 min read

How to ask for referrals

How to ask for referrals

Many advisors aren't equipped to ask for referrals properly

By Melissa Shin | November 7, 2023

3 min read

CIRO sympathetic to industry challenges with new conflict disclosures

CIRO sympathetic to industry challenges with new conflict disclosures

Kriegler acknowledges additional burden to advisors resulting from regulatory changes

By Melissa Shin | November 6, 2023

3 min read

CIFSC proposes two new investment-fund categories

CIFSC proposes two new investment-fund categories

The committee also is revisiting the category of Multi-Sector Fixed Income launched earlier this year

By Melissa Shin | November 2, 2023

2 min read

Meghan Meger appointed sole head of BMO Private Wealth Canada

Meghan Meger appointed sole head of BMO Private Wealth Canada

Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed

By Melissa Shin | October 25, 2023

2 min read

Decorative pattern

Former OSC commissioner Glorianne Stromberg dies

Author of two seminal papers leaves a legacy of sweeping regulatory changes and investor advocacy

By Melissa Shin | October 23, 2023

3 min read

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