Company news
2026
2026
How one romantic gesture can set the tone for a couple’s long-term finances
Alysha Tse, Wealth Advisor, explains why ring budgets, celebration costs, and early financial conversations are all indicators of future money management.
2026
Avoiding the ‘silent enemy’ of foreign withholding tax in RRSPs
February 2, 2026 - Taxation on foreign assets held in RRSPs can be a drag on clients’ income. Diana Orlic shares how she tries to…
2026
Love, Actually … Can You Afford It? A Finance Pro On Engagement Rings Without The Panic
February 4, 2026 - Alysha Tse shares how Canadians can budget for an engagement ring to feel meaningful without the long-term money stress.
2026
Why January is the perfect time to build the retirement plan you’ve been avoiding
January 21, 2026 - Anwar Husain explains why financial planning does not have to feel like austerity budgeting and how starting with three simple questions…
2026
Advisor sees double-digit yield opportunity, despite volatility
January 8, 2026 - Francis Sabourin explains how volatility in BDCs has created a pricing opportunity in publicly listed BDCs, offering greater liquidity and transparency…
2026
7 lessons every new advisor should learn
January 5, 2026 - Evan Riddell shares seven lessons on breaking into the financial advisory business, a process that feels like trial by fire.