Company news
2025
2025
Quebec’s iA Financial scoops up independent wealth manager RF Capital
July 28, 2025 - Dave Kelly: iA will allow the company to “unlock powerful opportunities across technology, product innovation, and operational scale — enhancing the…
2025
iA Financial Corporation to acquire RF Capital Group Inc.
iA Financial Corporation Inc. and RF Capital Group Inc. announced today that they have entered into a definitive agreement, pursuant to which iA will acquire…
2025
How advisors are using CDRs to access foreign stocks with a currency hedge
July 23, 2025 - Diana Orlic discusses how CDRs typically involve fractional share ownership of high-priced foreign equities, offering a more affordable entry point with…
2025
Blended families pose unique challenges when estate planning
July 23, 2025 - Susan O’Brien discusses how “a detailed examination of assets, strategic planning and transparent communications are needed to build an [estate] plan…
2025
What advisors need to know before adopting SMAs and UMAs
July 21, 2025 - Susan O’Brien explains how separately managed accounts and unified managed accounts can allow advisors to delegate security selection while managing overall…
2025
How advisors can adjust retirement and estate planning for DINK couples
July 7, 2025 - Diana Orlic discusses how dual-income, no-kids (DINK) clients can protect against lifestyle inflation by maximizing contributions to RRSPs and TFSAs and…
2025
Serving the suddenly high-net-worth
June 30, 2025 - When it comes to a sudden influx of wealth, Kathy McMillan explains that advisors must be prepared to listen, be patient…
2025
How one retiring advisor built a flexible, phased succession plan
June 30, 2025 - Nevin Chernick shares how he worked with the firm to create a succession plan without a rigid date while staying involved…
2025
No partner, no problem: Building wealth when you’re doing it alone
June 9, 2025 - Sascha Isaacs shares practical steps to help women navigate key challenges like budgeting, investing, retirement planning, and building financial confidence.