News and resources for Canada's top financial advisors
Est. 1998
Industry
A merger, portfolio manager changes and fee reductions, respectively, were announced
By Staff |September 1, 2021
2 min read
New PM’s strategy is expected to result in a potentially meaningful capital gains distribution
By Staff |July 20, 2021
1 min read
Advisor's Edge
A study of hedge funds highlights the pitfalls of homogeneity
By Mark Burgess |May 11, 2021
From tax planning to economic forecasts, industry experts provided insights
By Staff |December 21, 2020
From dealing with Covid-19 to geopolitical upheaval, 2020 has been an interesting year
New metrics cover six broad themes including climate action and basic needs
By Staff |November 12, 2020
Barry Allan's DMAT Capital will subadvise HYI
By Staff |November 5, 2020
The regulator is relaxing its approach to portfolio manager proficiency
By James Langton |June 10, 2020
The change takes effect Dec. 31
By Staff |December 23, 2019
VELA Wealth is the first strategic partner in British Columbia
By Staff |December 16, 2019
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