News and resources for Canada's top financial advisors
Est. 1998
Equities
Balanced portfolio delivers over long term, multi-asset manager says.
Featuring Michael Sager | April 22, 2024
Tax & Estate
HNW clients should plan now for the greater capital gains inclusion rate.
Featuring Jamie Golombek | April 17, 2024
Private equity, 60/40 allocation can help address market uncertainty.
Featuring David Wong | April 8, 2024
Fixed Income
Investors can take advantage of higher yields, inverted curve, portfolio manager says.
Featuring Pablo Martinez | March 28, 2024
Non-cyclicals, longer-term investing are a winning combo, portfolio manager says.
Featuring Mitchell Goldstein | March 25, 2024
Get set for a dynamic year ahead, portfolio manager says.
Featuring Aaron White | March 18, 2024
Market is “rife with opportunities,” portfolio manager says.
Featuring Natalie Taylor, CFA | March 11, 2024
Economy
“Selectivity remains the game” in investing, portfolio manager says.
Featuring Michael Sager | March 4, 2024
Several companies are well-positioned to benefit from AI theme, PM says.
Featuring Craig Jerusalim | February 26, 2024
Investment manager looks for quality regardless of location.
Featuring Murdo MacLean | February 16, 2024
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