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Hard working craftsman working with planer in a workshop for woodwork. Handsome man with tattoo and beard.

Challenges caused by the Covid-19 pandemic have affected owners’ exit timelines, the CFIB says


Availability of capital is influencing acquisitions


Steps to limit tax in other jurisdictions


Advice for advisors selling their books

Pravin Kumar First vice-president and portfolio manager, CIBC Wood Gundy, Vancouver I’ve been working for 23 years, so I’m actively looking — internally and externally — for a capable associate to partner with and to eventually succeed me. To help, my firm has a dedicated succession planning team, which keeps me on track in a […]

Wooden dock with chair on calm fall lake

Options for ownership

72% of those aged 25 to 39 export goods and services.

  • By: Staff
  • October 5, 2017 August 21, 2018
  • 10:59

Consider these approaches to maintaining excellent client relations

  • By: Katie Keir
  • March 10, 2017 September 4, 2018
  • 11:45

Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.

Transferring a practice is often the largest business deal a financial advisor will oversee.

  • By: Staff
  • December 9, 2016 August 21, 2018
  • 12:31