News and resources for Canada's top financial advisors
Est. 1998
Industry
BMO tops equity league tables, RBC leads debt rankings
By James Langton |October 5, 2023
2 min read
Market Insights
Canada's energy sector enjoyed a resurgence in 2022, as Russia's invasion of Ukraine sent commodity prices spiking
By Amanda Stephenson, The Canadian Press |September 12, 2023
3 min read
Fund assets rose in July, with ETFs climbing faster than mutual funds
By James Langton |August 22, 2023
Wage gains may cut into profit margins, hitting stocks in the second half of the year
July 10, 2023
It’s tough to take patriotism to the bank
By Mark Rosen |June 20, 2023
Estate Planning
Help your client consider tax-preferential treatment, donation of shares and AMT
By Vivek Bansal |June 6, 2023
5 min read
Russia's invasion of Ukraine triggered significant shifts in ESG investing
By Maddie Johnson |May 15, 2023
Planning and Advice
A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"
By Mark Burgess |May 9, 2023
Health care and technology provide opportunities amid uncertainty, PM says
By Maddie Johnson |May 8, 2023
FP Canada and the IQFP released their 2023 guidelines for inflation and returns
By Mark Burgess |April 28, 2023
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