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Why living longer doesn’t mean more retirement years

Canada's average retirement age has been increasing for more than a generation

  • By: Staff
  • October 29, 2018 October 29, 2018
  • 12:28

The downside of disclosure, and other tips

Three things we learned at BEworks' financial services summit

When a client’s child receives a financial windfall

Offer to introduce the child to investing or help the family manage

Chris Prendergast

Client confidential: Chris Prendergast

How to help a young entrepreneur


How to make the most of your support staff

Underappreciated assistants are a wasted resource

  • By: Katie Keir
  • October 15, 2018 October 15, 2018
  • 16:33

When a client meeting takes an unexpected turn

What happens when the child of an elderly client wants to sit in?


Five steps to growing family wealth for the long term: Part 2

The last two steps of the process

Businessmen on stone cubes jumping towards higher ones

Five steps to growing family wealth for the long term: Part 1

Consciously deciding to sustain family wealth for the long term is atypical

Workers In Family Business Standing Next To Van

Small-business owners need succession help: poll

The problem is, nearly half don't intend to consult an advisor

  • By: Staff
  • October 1, 2018 October 1, 2018
  • 10:44
Business Communication Connection People Concept

Investors satisfied with mutual funds, more aware of fees: survey

Investors are more confident in mutual funds than other securities

  • By: Staff
  • September 28, 2018 September 28, 2018
  • 10:59
Kelley Keehn

Expert confidential: Kelley Keehn

Financial literacy advocate, speaker and author of nine personal finance books


What financial concept don’t you understand?

We asked three clients


Help a business owner who experienced a data breach

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a…

Asian couple meeting financial adviser for investment planning.

Why young clients, in particular, need coaching

A generation of investors has never known a bear market

Office with on diary, glasses and coffee cup on desk

Why advisors should stop talking and start coaching

Tips from behavioural economics

Mature Laughing Mulit Ethnic Husband and Wife

Why conversations with couples require advisor know-how

Survey reveals financial challenges faced by couples

  • By: Staff
  • July 27, 2018 September 7, 2018
  • 00:00
Arrows leave comfort zone

OSC offers ideas to remove retirement planning barriers

Tactics to triumph over client inertia

  • By: Staff
  • July 27, 2018 September 7, 2018
  • 00:00
Young plant

Four reasons intergenerational wealth is destroyed in 3 generations

“Shirtsleeves to shirtsleeves in three generations” is a common adage

Indian teen studying in library with college age friends

Your part in Canada’s plan to boost financial literacy

Inadequate financial literacy can lead to a lack of financial confidence

  • By: Katie Keir
  • July 13, 2018 September 10, 2018
  • 00:00
Financial graphs analysis

Tips on explaining tough financial concepts to clients

Advisors speak from experience

 Skydiving Couple - Come Join Us

Putting partners to the test

Considerations when choosing your better half

Close-up of smiling mature woman with daughter at park

Help adult children who return to the nest

Get ahead of the intergenerational wealth transfer by adding clients’ kids and grandkids to your book

  • By: Katie Keir
  • July 13, 2018 September 10, 2018
  • 00:00
Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

OSC tackles barriers for millennial investors

The study identifies six principles to help stakeholders engage millennials

  • By: Staff
  • July 12, 2018 September 7, 2018
  • 00:00