News and resources for Canada's top financial advisors
Est. 1998
Industry
Hiring an associate with non-advisory experience could open new niches and target markets
By Mark Burgess |June 7, 2023
3 min read
Nearly two dozen financial institutions, including several advisory firms, have signed Women in Capital Markets' parental leave pledge
By Todd Humber |May 3, 2023
4 min read
Advisor's Edge
We asked four professionals
By Maddie Johnson |March 31, 2023
Program has operated since 2010 and helped 92 women return to the financial industry
By Staff |February 1, 2022
1 min read
What attracted them to financial services?
By Michelle Schriver |February 5, 2021
2 min read
Industry talk with new and veteran advisors
By Michelle Schriver |March 27, 2020
From deciding to leave your firm to settling in somewhere new, these advisor insights will help ensure a successful transition
By Michelle Schriver |February 7, 2020
10 min read
Roland Lescure is leaving Caisse de dépôt et placement du Québec to work in French politics. “On the eve of the French elections, I have decided to enter public and political life because I want to play a quite active role at a crucial time for France and for Europe,” Lescure, former CIO who had […]
By Staff |April 6, 2017
Planning and Advice
Dundee Goodman to Echelon. 3Macs to Raymond James. HollisWealth to IA Financial. Layoffs at the big banks. Bids (but no sale) for Richardson GMP. If you didn’t switch firms last year—be it by choice, or due to a merger or layoff—you probably know someone who did. And you probably know how all-consuming the experience was. […]
By Melissa Shin |March 10, 2017
Do you suspect someone at work is trying to sink your career? You’re not alone.
August 20, 2015
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