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From deciding to leave your firm to settling in somewhere new, these advisor insights will help ensure a successful transition

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 August 21, 2018
  • 12:08

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. […]

Do you suspect someone at work is trying to sink your career? You’re not alone.

Chris Moynes is an IIROC advisor with Aligned Capital Partners Inc. in Toronto. About 95% of his clients are NHL players, agents and coaches.

You don’t want to be average. If you are, you’ll get lost in a sea of peers, which makes it hard to compete professionally and grow your business. One way to stand out is to focus on a niche client base.

Jim Sanderson digs into his geologist past to carve a niche.

David Juniper had to change his style to serve vets.

Alexandra Horwood strikes gold early on.

Toronto is not the centre of the universe—and few know that better than advisors working in rural and remote areas. We spoke with three who say they’d never work in big cities, and their experiences are instructive for advisors all across Canada.