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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…
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…
2023
Toronto Stock Exchange, RF Capital Group Inc., The View From The C-Suite
TORONTO, September 19, 2023 /CNW/ – Kish Kapoor, President and Chief Executive Officer, RF Capital Group Inc. (TSX: RCG) (the “Company”) shares his Company’s story in an interview with TMX Group. The…
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…
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…
2023
Identity Theft: Prevention & Preparedness
August 12, 2023 - Scams, identity theft, and cybercrimes can target anyone, anywhere, at any time – even the most vigilant, writes Lynn MacNeil.
2023
Are funds-of-funds the right play for client portfolios?
August 10, 2023 - Francis Sabourin discusses funds-of-funds beyond traditional stocks and bonds: “After the market we had last year, we’re seeing more solutions to…
2023
How to overcome subconscious biases that interfere with financial decision-making
August 1, 2023 - Alexandra Horwood, along with Alysha To and other advisors share ten money management books they recommend reading this summer.
2023
Incorporating comes with both benefits and questions for professionals
July 26, 2023 - In an article with the National Post, Tricia Leadbeater discusses how incorporating allows many significant freedoms beyond the flexibility that comes…