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2023
Clearing up biggest misconception about philanthropy can encourage more Canadians to give back
May 16, 2023 - Alexandra Horwood writes that "Anyone, regardless of their net worth, can be a philanthropist by donating their time or making smaller…
2023
How Bill C-228’s protection of DB pension plans affects financial planning
May 11, 2023 - Joelle Hall, Portfolio Manager, Wealth Advisor, Investment Advisor discusses the Globe and Mail how a defined-benefit pension plan now has extra…
2023
How young top women advisors take a multigenerational approach to connect with clients
May 11, 2023 - Rosemary Horwood, a portfolio manager and investment advisor at Richardson Wealth in Toronto, has found younger clients relate better to someone…
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…