2023

Convertible bond issues rebound with large firms seeking to raise capital

October 31, 2023 - Diana Orlic: Amid higher interest rates, convertible bonds offer companies a cheaper way to raise capital because of their lower coupons,…

1 minute read

2023

How inflation impacts insurance planning for physician clients

October 20, 2023 - Joseph Bakish discusses the importance of insurance planning for physician clients: “Given the purpose of the coverage is to mitigate the…

1 minute read

2023

Challenges ahead for retail-focused digital alts platform, says veteran advisor

October 13, 2023 - Francis Sabourin is pleased to see the launch of a new online platform to access alternative investments in Canada.

1 minute read

2023

How to remain financially resilient after losing your job

September 25, 2023 - Alexandra Horwood: Behind every layoff is a person who is fearful about their financial future. Advisors can support clients before the…

1 minute read

2023

Insurance: The secret tool affluent people use for wealth building

September 25, 2023 - Joelle Hall explains to Ottawa Business Journal that despite being thought of as a necessary evil, insurance can actually be a…

1 minute read

2023

Home ownership: clever solutions for the young first-time buyers

September 23, 2023 - Caroline Ste-Marie outlines the best strategies to make home ownership easier for first-time buyers. Subscription required.

1 minute read

2023

Toronto Stock Exchange, RF Capital Group Inc., The View From The C-Suite

Kish Kapoor, President and Chief Executive Officer, RF Capital Group Inc. shares the company's story in an interview with TMX Group.

2 minute read

2023

How life insurance gives incorporated clients a tax-efficient edge

September 11, 2023 - For incorporated business owners looking for a tax-efficient way to grow money in their corporation, Andrew Feindel recommends permanent insurance to…

1 minute read

2023

How portfolio managers are gearing up for a bounceback in bonds

August 15, 2023 - Andrew Feindel discusses with the Globe and Mail that he no longer sees inflation and interest rates as the biggest threat…

2 minute read