News and resources for Canada's top financial advisors
Planning and Advice
Cecilia Tsang of Rogers Group Financial says it takes more than designations and certifications to succeed.
By Terri Goveia | November 21, 2012
10 min read
When Sherri Hoover puts together a presentation for a group of co-ed entrepreneurs or an all-women “wine and wealth” gathering, the advice is the same: get started, get a plan.
By Terri Goveia | May 1, 2011
5 min read
A year into her job at Rogers Group Financial, Cecilia Tsang wrote a test that would have a profound impact on her career. But it wasn’t tied to any designations or certifications. The result would help her gain entry to the group’s articling program, a lengthy mentorship opportunity.
By Terri Goveia | April 11, 2011
Clients witnessed risk in action in 2008, but have these lessons lingered?
By Terri Goveia | January 27, 2011
7 min read
Clients witnessed risk in action in 2008, but have these lessons lingered? Risk is a layered concept. Although individual investors—even high net worth clients—acknowledge their balance sheets, do they truly recognize the forces behind them or even their own risk thresholds?
By Terri Goveia | January 26, 2011
8 min read
By Terri Goveia | January 1, 2011
14 min read
For over ten years now, the Financial Advisors Brokerage (FAB) Group has looked outward for support services like IT or advertising, and even for some practices—like tax and legal services—more closely tied to their core business.
By Terri Goveia | December 23, 2010
By Terri Goveia | November 1, 2010
This Advisor.ca Special Report is sponsored by: Last year, economists at Morgan Stanley debated adding another member to the top tier of emerging markets: with Indonesia expecting solid economic growth in 2011, the country should be included among the ranks of key markets, with BRIC countries Brazil, Russia, India and China, they argued. That debate […]
By Terri Goveia | May 4, 2010
4 min read
When Penny Deming opened her own financial management practice in 2006, she wanted to create a supportive place for female advisors. In doing so, her Vancouver-based firm also created an equally accommodating port for a niche market: female clients. “Women have a tendency to not know where to go,” she says. And they are looking […]
By Terri Goveia | May 1, 2010
AIG will spin off its major operations into independent companies in what CEO Edward Liddy calls “the most extensive corporate restructuring in American history.” The financial services conglomerate is “too big” to reposition as a single entity, and the company’s latest steps will maintain its core businesses as it works to strengthen its capital base […]
By Terri Goveia | March 3, 2009
3 min read
November 28, 2023|4 min read
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Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
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August 30, 2023|5 min read
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June 20, 2023|3 min read