News and resources for Canada's top financial advisors
Est. 1998
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.
Tax Strategies
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
Your Business
Meaningful gifts should be of sufficient quality to be valued
By Melissa Shin | November 10, 2023
Industry
Initiative received 42% support from RBC shareholders at latest AGM, and 37% from BMO shareholders
3 min read
The firm also saw net outflows of $465 million across its entire asset management segment
By Melissa Shin | November 9, 2023
Products
Employees also allege unpaid wages
By Melissa Shin | November 8, 2023
Andrew Ashton takes over as chairman
By Melissa Shin | November 7, 2023
1 min read
Many advisors aren't equipped to ask for referrals properly
Regulation
Kriegler acknowledges additional burden to advisors resulting from regulatory changes
By Melissa Shin | November 6, 2023
The committee also is revisiting the category of Multi-Sector Fixed Income launched earlier this year
By Melissa Shin | November 2, 2023
Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed
By Melissa Shin | October 25, 2023
Author of two seminal papers leaves a legacy of sweeping regulatory changes and investor advocacy
By Melissa Shin | October 23, 2023
Columnists
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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