Company news
2023
2023
New insurance sales rules will create “happier” clients
May 8, 2023 - New regulations for total cost reporting for segregated funds, the banning of deferred sales charges (DSCs) and a potential chargeback ban…
2023
RF Capital to focus on recruiting, M&A to boost growth
May 4, 2023 - After a transition to back-office provider Fidelity Clearing Canada, and a move to a new head office in Toronto, "the bottom…
2023
How top women advisors are investing through the market noise
May 5, 2023 - In an interview with the Globe and Mail, Cielo Carin explains “My overarching investment strategy is to construct portfolios that can…
2023
Half of Canadians with a variable-rate mortgage are worried about rising payments, poll finds
April 27, 2023 - In an interview with the Globe Advisor, Neil Kumar discusses how variable-rate mortgage holders have hit the point at which none…
2023
Why student housing is a buy and hold investment right now
April 19, 2023 - Over the next five to 10 years, Francis Sabourin anticipates more international students will choose Canada given the cost of living,…
2023
Are retail investors still blind to private markets?
April 19, 2023 - Ida Khajadourian, Portfolio Manager, Investment Advisor, shares "With 98% of the companies in North America today outside the public markets, qualified…
2023
The Newest ‘Tax-Free Saving Account’ – How young adults (and even their parents) can take advantage
April 14, 2023 - Not only can you deduct your FHSA contributions from your income, reducing your taxes, but the amount in the plan can…
2023
Sitting on cash? Here is where to put it
April 14, 2023 - Diana Orlic, Portfolio Manager, Wealth Advisor, Investment Advisor with Richardson Wealth emphasizes the significance of secure and liquid cash flow to…
2023
Wealth managers are taking diverging approaches to succession planning
April 10, 2023 - “The advisor is in the driver’s seat,” says Mike Ankers, senior vice-president, head of advisor experience and growth, at the firm.…