How to talk about mental health with clients

Active listening and asking the right questions are key to checking on clients’ sense of well-being

By Jonathan Got |February 28, 2024

3 min read

Pro bono work can pay off long term

The time commitment varies but does not have to be onerous

By Allan Janssen |February 26, 2024

4 min read

Why Canadian equities are poised for a rebound

Several companies are well-positioned to benefit from AI theme, PM says

By Maddie Johnson |February 26, 2024

3 min read

What happens if a mutual fund trust loses its status?

The rare occurrence can affect eligibility for registered plans, but there’s relief for temporary situations

By Melissa Shin |February 27, 2024

3 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Expert Advice

How can advisors accelerate success?

Being clear about your goals and surrounding yourself with the right partners and like-minded peers is key

Closet indexing class action rejected — again

B.C. court dismisses case for a third time, citing confusing claim

By James Langton |February 28, 2024

2 min read

National Bank reports $922M Q1 profit, up from $876M a year ago

Revenue for the quarter totalled $2.71 billion, up from $2.56 billion in the same quarter last year

By The Canadian Press |February 28, 2024

3 min read

RBC reports $3.58B Q1 profit, with provisions for credit losses up

The bank’s wealth management arm earned $606 million, down from $830 million a year earlier

By Ian Bickis, Canadian Press |February 28, 2024

4 min read

Scotiabank reports Q1 profit up as recession fears clear

The bank doesn’t see a pickup in Canada until later this year

By Ian Bickis, Canadian Press |February 27, 2024

2 min read

BMO reports revenue and profits constrained by “challenging economic backdrop”

Wealth management earned $240 million, up from $159 million a year earlier

By Ian Bickis, Canadian Press |February 27, 2024

2 min read

AMF issues complaint handling rules

CIRO firms exempt from new standards for Québec financial firms

By James Langton |February 28, 2024

1 min read