News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Two advisory teams explain how they’ve structured succession
By Melissa Shin |September 12, 2014
9 min read
Industry
The majority of advisors are getting older and the cohort willing to take their places is scarce--even on Wall Street.
By Staff |June 27, 2014
1 min read
Firms must increasingly view succession planning as a growth strategy not a retirement strategy.
By Staff |June 26, 2014
2 min read
John Harvie is the new chairperson of The Co-operators Group’s board of directors.
By Staff |April 23, 2014
IIIROC President and CEO Susan Wolburgh Jenah says she’ll retire October 31.
By Staff |April 2, 2014
Marc Seidner, a fund manager who was Pimco’s interim head of equities, quit in January—the same day the company was supposed to announce his promotion, says the Financial Times.
By Staff |March 21, 2014
Estate Planning
Options for an indebted software entrepreneur facing a health crisis
By Dean DiSpalatro |March 14, 2014
10 min read
When Mark Axelowitz isn’t managing money, he’s memorizing lines.
By Staff |February 14, 2014
Tax News
Proper planning can shrink your client’s bill
By Michael Murphy |February 14, 2014
3 min read
Cameron Fowler is now BMO’s group head, Canadian personal and commercial banking.
By Staff |February 3, 2014
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