Financial Advisor

How advisors are working toward winning over their clients’ children

Senior public servant Nathalie Drouin named national security adviser to PM

Funeral planning and costs are often overlooked – here’s why they need more consideration

How independent advisory firms are helping younger people get into the industry

How four advisors are positioning portfolios for the year ahead

What keeps a financial planner up at night? ‘People withdrawing all of their savings to meet their new mortgage needs’

Four financial planning strategies to watch in 2024

Why the future is ripe for private equity investments

How to deal with the financial repercussions after the sudden death of a loved one

How year-end tax planning can help Canadians keep more money in their pockets

Why a proper spending plan is needed to enjoy retirement

Year-end tax planning strategies

How advisors’ client appreciation events have evolved following the pandemic

Why snowbirds should shop around for the best travel insurance policies

How to move back in with your parents

Wealth management firms leverage advanced financial planning tools as battle for advisor talent intensifies

Higher interest rates have investors rethinking REITs’ role as a portfolio staple

Seven ways to avoid the spending hangover ahead of the holidays

Is now the right time to add cryptocurrenices to investment portfolios?

How Canadians who face sudden retirement should prepare for the transition