News and resources for Canada's top financial advisors
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(August 27, 2003) After a short summer break, the financial industry’s conference schedule picks up again in earnest next month, with at least 20 events on a busy fall calendar, including the cross-country Advisor Forum series. The first major fall event is IFIC’s annual conference, scheduled for September 9-11 in Toronto. Keynote speakers include business […]
By Staff |August 27, 2003
3 min read
Advisor's Edge
We asked three retired advisors
By Maddie Johnson |November 7, 2022
2 min read
Planning and Advice
It’s time to stress-test client portfolios
By Jim Otar |December 17, 2021
A panoramic view of the next 75 years
By Jim Otar |May 14, 2021
9 min read
Market Insights
Don’t underestimate the behavioural element
By Jim Otar |July 16, 2020
5 min read
Using historical returns to forecast a recovery
By Jim Otar |June 12, 2020
A breakdown of who benefits from the federal government’s proposed annuity
By Jim Otar |February 7, 2020
6 min read
Estate Planning
Rules for donating art are strict, but the tax benefits can be beautiful
By Jessica Bruno |November 14, 2014
Your Business
One of the difficult decisions that must be made at the start of retirement is how to create lifelong income for your client
January 23, 2012
15 min read
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