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Company news
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
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.
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.
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.