2023

RF Capital Reports AUA of $36.3 Billion for January 2023 and adds New Advisor Team

RF Capital Group Inc. reported preliminary month-end assets under administration of $36.3 billion as of January 31, 2023, up $1.4 billion or almost 4% from…

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2023

Why this money manager is taking profits from private equity to deploy in public markets

January 20, 2023 - Ida Khajadourian shares her investment strategy and evolutionary portfolio construction process, seeking superior risk-adjusted returns focused on capital preservation and building…

2 minute read

2023

Don’t be blinded by the ESG premium, says top PM

January 18, 2023 - Francis Sabourin discusses ESG investing with Wealth Professional and the importance of balancing values with value.

1 minute read

2023

TFSA or RRSP…that is the question!

January 16, 2023 - Should you contribute to your TFSA or RRSP? Joelle Hall discusses tax treatment of both as you look to maximize wealth…

2 minute read

2023

Making a List and Checking it Twice

January 13, 2023 - Lynn MacNeil shares a core element of the Wealth Management practice, a checklist! "Our checklist gives our clients peace of mind…

2 minute read

2023

Why the choice between advisors and robo-advisors is more obvious in times of volatility

January 9, 2023 - Alexandra Horwood outlines the importance of advisors compared to robo-advisors in times of volatility.

2 minute read

2023

Rick Morson Nordic Ski School brings the joy of a new sport to young athletes

Strathcona Nordic Ski Club’s school program was renamed the Rick Morson Nordic Ski School in recognition of its founding & ongoing donor.

2 minute read