News and resources for Canada's top financial advisors
Est. 1998
Industry
The family office firm recently announced a deal with Sagard Holdings
By Rudy Mezzetta |October 14, 2020
1 min read
The former Gluskin Sheff executive will share the top job with Michael Kaumeyer
By Staff |March 3, 2020
Advisor's Edge
Examining policy options in a heated primary season
By Al and Mark Rosen |February 7, 2020
3 min read
UBS finds geopolitics is “the biggest concern for investors around the world”
By James Langton |November 12, 2019
2 min read
Canada’s top 1% paid less tax and earned more income in 2017
By James Langton |September 24, 2019
New research finds Canada’s wealthiest shifting their focus amid economic uncertainty
By Staff |September 12, 2019
Estate Planning
A large proportion of wealth managers regard intergenerational wealth transfer as an opportunity to win clients
By Staff |August 22, 2019
Survey results provide insight on what makes an exceptional advisor
By Staff |June 20, 2019
Management fees have been reduced and unbundled from the advisor service fee
By Staff |April 8, 2019
The offering will compete with TD’s Management for Health Care Practitioners program
By Staff |March 27, 2019
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