News and resources for Canada's top financial advisors
Est. 1998
Industry
Advisory firms spells out leading issues for proxy season
By Staff |April 1, 2022
2 min read
Asset managers representing US$2.5 trillion in AUM are among the organizations to sign the code
By Staff |March 22, 2022
The smaller the firm, the higher the impact of women directors on financial metrics
By Maddie Johnson |March 2, 2022
3 min read
In Canada, the code requires that organizations commit to embracing Indigenous reconciliation
By Melissa Shin |February 24, 2022
With this announcement, three of the Big Six now have specialized lending programs
By Melissa Shin |February 18, 2022
Large firms surveyed in finance and insurance have gender parity at senior levels
By Greg Meckbach |February 16, 2022
In its first two weeks the program has attracted more than 600 inquiries
By Melissa Shin |February 11, 2022
Study says the industry isn't engaging enough with women or correcting misconceptions around investing
By Staff |February 2, 2022
The new tool was created in partnership with Boston Consulting Group
By Staff |November 25, 2021
1 min read
Planning and Advice
A panel at FP Canada's conference suggested ways to overcome the barriers some clients face
By Daniel Calabretta |November 24, 2021
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