News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Cross-border portfolio flows rise in May as offshore investors add federal paper, Canadian investors retreat
By Staff |July 17, 2023
1 min read
Products
Plus, more fund launches and closures
By Mark Burgess |July 4, 2023
4 min read
Market Insights
PM says consumer staples and health-care companies have potential
By Maddie Johnson |June 26, 2023
2 min read
PM points to Canadian banks as potentially undervalued sector
By Maddie Johnson |June 19, 2023
Fixed-income funds continue to dominate flows
By Mark Burgess |June 2, 2023
Amid tighter monetary policy, portfolio managers discuss their strategies
By Michelle Schriver |June 2, 2023
5 min read
Almost half of Canadian Gen-Z investors are confident in their ability to reach their financial goals
By Maddie Johnson |May 24, 2023
Russia's invasion of Ukraine triggered significant shifts in ESG investing
By Maddie Johnson |May 15, 2023
3 min read
Investors may correctly identify a trend, but they typically buy high, as well as pay higher fees
By Mark Burgess |February 13, 2023
Investors can expect fewer tech launches and greater growth in covered call funds
By Greg Meckbach |January 20, 2023
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