News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Industry interests preclude compensation changes, so advisors must take a stand and commit to doing what’s right
By John De Goey |April 18, 2024
3 min read
Research and a case study help clear the misconceptions
By Ben Felix and Aravind Sithamparapillai |March 20, 2024
5 min read
Active listening and asking the right questions are key to checking on clients' sense of well-being
By Jonathan Got |February 28, 2024
The time commitment varies but does not have to be onerous
By Allan Janssen |February 26, 2024
4 min read
A client’s social status may affect how they invest
By Sam Sivarajan |February 15, 2024
Canadians are more concerned with meeting current needs than saving for the future, according to industry surveys
By Jonathan Got |February 13, 2024
2 min read
Challenges include product availability, proper portfolio construction
By Jonathan Got |February 1, 2024
Applying lessons from the marketing world to financial advice
By Sam Sivarajan |December 20, 2023
The October sitting had 57 candidates
By Staff |November 30, 2023
1 min read
Most clients are best served by a variable spending strategy
By Ben Felix |November 28, 2023
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