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2026
Why adding adult children as joint owners can create more problems than it solves
June 4, 2026 - Ida Khajadourian, writes that joint ownership, often intended as a simple estate-planning shortcut, can create serious tax, legal, and family consequences…
2026
What advisors can learn about portfolio structure from Canada’s pension plans
May 19, 2026 - Like Canada’s highly regarded Maple 8 public pension funds, advisors can structure portfolios with strategic and tactical asset allocation, writes Craig…
2026
Tax refund to invest? Ignore the noise and look to international stocks
April 27, 2026 - Even with markets more volatile than usual, Ida Khajadourian shares her strategy of avoiding cash in favour of focusing on companies…
2026
Retirement isn’t a number. It’s a system that must hold up over time
April 24, 2026 - Evan Riddell explains that most successful retirements aren’t defined by the largest portfolios, but rather by a plan that is clear,…
2026
Money Dysmorphia Is Real—Here’s What Wealth Actually Looks Like Now
April 22, 2026 - Kate Murdoch, unpacks the rise of “money dysmorphia,” the hidden role of debt, and how to redefine wealth on your own…
2026
Oil shocks shift wealth – here’s how investors should respond
April 19, 2026 - Anwar Husain notes that surging oil prices in the wake of the Iran conflict leave Canada both winning and losing, as…
2026
Should investors still be looking through the volatility in public BDCs?
April 14, 2026 - Francis Sabourin explains how despite a negative feedback loop of news and selling pressure keeping BDCs down for now, buyers at…
2026
The great stuff transfer: How to help clients pass on collectibles
April 13, 2026 - More than 60% of collectors planning to pass down their art collections haven’t had a meaningful conversation with their heirs, a…
2026
Advocating for advisor incorporation a top priority for new Richardson Wealth CEO
April 8, 2026 - Julie Gallagher highlights the importance of regulatory proposals that would allow investment advisors to incorporate, noting it is key to “levelling…