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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.
2025
Tax loss harvesting: How to make the most of unrealized losses
December 17, 2025 - Andrew Feindel writes that tax loss harvesting works best when decisions are coordinated across accounts and grounded in a clear understanding…
2025
‘Tis the season: How to make philanthropy part of your financial plan
December 3, 2025 - Philanthropy can enrich your life and align your finances with your values when approached with purpose and proper planning, writes Diana…
2025
Did you win some lotto money? Here are the first five things you should do
November 19, 2025 - Whether it’s $50,000 or $5 million, sudden windfalls of wealth bring both opportunity and risk, writes Ida Khajadourian.
2025
Giving back a key factor for women as their wealth rises
December 2, 2025 - The uptick of philanthropic giving by women reflects more than a financial trend – it signals a cultural shift. Charitable giving…