News and resources for Canada's top financial advisors
It’s common to see valuable art collections left financially unprotected. Big mistake, experts say.
By Raf Brusilow | September 5, 2013
3 min read
As fresh market warbles hit worldwide stock indexes, many investors slammed down the brakes—or at least flinched—as their portfolios took a tumble. Most exposed to a sudden decline were those nearing retirement, with little time left to recover losses.
By Raf Brusilow | June 17, 2013
Immigration plays a key role in the growth of Canada’s High Net Worth (HNW) sector, as new Canadians often bring fresh ideas and cultures. They're also injecting $2 billion into the Canadian economy each year.
By Raf Brusilow | November 7, 2012
Annuities, those age-old stalwarts of longevity planning, have been popping up on the investment radar with some gusto recently, propelled by recent financial terrors and a renewed interest in consistent, reliable gains versus flash-in-the-pan returns that often quickly evaporate.
By Raf Brusilow | November 21, 2011
Planning and Advice
For aspiring advisors, education is only one piece of a very complex puzzle, as industry certifications and experience play a much bigger role in hiring than your university major, recruiters say.
By Raf Brusilow | October 3, 2011
5 min read
How to invest in emerging markets without leaving your home exchange. The foreign investment sphere keeps getting more complicated. What’s a discerning investor to do?
By Raf Brusilow | October 1, 2011
With risk rising again to the forefront of investors’ minds, it’s hard not to worry whether retirement assets are as safe as they could—and should—be.
By Raf Brusilow | September 8, 2011
A good education doesn’t come cheap. Even when counting subsidies, the costs of studying and living as a student can reach a small fortune. So many parents look for ways to save for their kids’ education even before the children are out of diapers.
By Raf Brusilow | September 1, 2011
7 min read
Few accounts are so simple that they require no outside counsel. That’s why it’s important to actively work on building a trusted network of professionals you can rely upon. Pretending you’re an expert at everything by trying to do it all yourself is generally a terrible idea because in most cases it will make the […]
By Raf Brusilow | August 2, 2011
4 min read
The economy continues to bounce back
By Raf Brusilow | May 25, 2011
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Tax & Estate
October 26, 2023|4 min read
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