News and resources for Canada's top financial advisors
Retirement age, pensions and healthcare could all be impacted
By Staff | July 9, 2019
2 min read
The amount Canadians donate to charities has hit a 10-year low, a study from the Fraser Institute says. The report, Generosity in Canada and the United States: The 2017 generosity index, says Americans donated more than three times the share of income Canadians did in 2015 tax returns. Not only did Canadians give a lower […]
By Staff | December 13, 2017
1 min read
A look at where the Canadian and U.S. economies are headed in 2017.
By Staff | December 6, 2016
3 min read
So far in 2015, there have been 447 deals worth US$ 62.4 billion.
By Staff | October 20, 2015
The downturn in oil prices is resetting business cost structures
By D. Mason Granger | October 16, 2015
5 min read
Despite concerns about global markets, investors are still considering venture capital-backed companies.
By Staff | October 14, 2015
Here are a couple of companies that pass our criteria, one that doesn’t, and another that is unavailable publicly.
By Steve Barban and Russell Hope | September 23, 2015
4 min read
Planning and Advice
76% of wealth managers say they understand the needs of younger rich clients, while only 61% of clients agree, finds a report. Read more.
By Staff | June 18, 2015
What happens when an advisor is incapacitated or dies suddenly? How will clients continue to be served without disruption?
By Christopher Ambridge | May 27, 2015
Canadian investors are more optimistic about reaching their financial goals (85%) than last year (81%), even though 45% are concerned about the global economy, finds a survey by Franklin Templeton.
By Staff | May 20, 2015