News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
When I was a child, my mother never discussed her income, or whether the family was struggling financially. As an adult, I learned this was because she didn’t want me discussing these issues with friends. But I now realize this was a missed opportunity to teach me about money, and for her to explain why it was a sensitive topic.
By Caroline Hanna |March 7, 2014
3 min read
Last year, I got married and my husband and I bought a condo. Our lavish wedding, and the down payment for our home, was funded largely by savings, along with some generosity from our families. Even though we pulled it off, not all your Gen Y clients will be as lucky.
By Suzanne Sharma |February 7, 2014
One of your wealthy clients referred her daughter to you. She’s 27, works in media relations, and just bought her first condo. She’s ambitious and plans to climb the corporate ladder—she’s had two promotions in two years, and should crack six figures within the year. Her busy career and social life keep her smartphone glued to her hand. She wants to discuss her goals and investment options. How do you communicate with her?
By Rosemary Smyth |February 7, 2014
2 min read
Economic Indicators
Demographics, economics, attitudes and technology will be in flux for the next couple of decades.
By Linda Nazareth |January 29, 2014
Industry
Young Canadians aren’t getting ahead financially.
By Staff |January 8, 2014
Advisors have four main types of clients.
By Dean DiSpalatro |January 7, 2014
Young Canadians have embraced the importance of saving, but haven't capped spending.
By Staff |October 7, 2013
Life
I’m new in the industry. My mentors have saved people’s families, helped people retire and comforted the sick as they recovered.
By Sarah Brown |October 1, 2013
Building diverse teams that span generations is central to providing the best business results, says EY.
By Staff |September 24, 2013
1 min read
Estate Planning
Do twenty- and thirty-somethings need wills? Experts remain divided.
By Kanupriya Vashisht |September 17, 2013
5 min read
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