News and resources for Canada's top financial advisors
Est. 1998
Industry
In challenging markets, fund manager fortunes are mixed
By James Langton |September 21, 2023
2 min read
Nearly half of HNW Canadians surveyed say pandemic has affected retirement planning
By Maddie Johnson |November 23, 2022
Paul Marion will develop a new tax and wealth planning framework for wealthy clients
By Staff |January 31, 2022
1 min read
Estate Planning
Parents are helping children buy houses and start businesses
By Maddie Johnson |November 23, 2021
Advisor's Edge
Three ways to diversify portfolios for wealthy clients
By Mark Burgess |October 4, 2021
9 min read
The Scotiabank vet will work from Grayhawk's Toronto office
By Staff |February 1, 2021
New product developed in partnership with U.S.-based asset manager Adams Street Partners
By Rudy Mezzetta |January 6, 2021
Fewer people report being debt-free in their retirement years, StatsCan says
By Staff |December 23, 2020
Economic Indicators
Even Canadians in the highest income bracket favour a wealth tax, says a new survey
By Greg Dalgetty |November 19, 2020
The deal allows Nicola to offer new real estate investments to HNW clients
By Staff |November 16, 2020
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