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Browsing Tag

Globe Advisor

50 posts
PPersonal finance
Cultural ties and shared values contributed to the success of this advisor’s book purchase
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Cultural ties and shared values contributed to the success of this advisor’s book purchase

  • April 29, 2026
Open this photo in gallery: Christopher Dewdney, certified financial planner at Dewdney & Co. in Mississauga.Supplied In Buy…
PPersonal finance
Ontario court rules registered plans belong to designated beneficiary, not to estate
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Ontario court rules registered plans belong to designated beneficiary, not to estate

  • April 23, 2026
Open this photo in gallery: A judge ruled registered accounts were to be treated according to their beneficiary…
PPersonal finance
How to avoid these retirement income tax traps
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How to avoid these retirement income tax traps

  • April 14, 2026
Open this photo in gallery: Given the complexity of retirement income, clients can find themselves caught in tax…
PPersonal finance
After helping advisors with tax and estate solutions for years, Frank Di Pietro wanted a book of his own
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After helping advisors with tax and estate solutions for years, Frank Di Pietro wanted a book of his own

  • April 8, 2026
Open this photo in gallery: Frank Di Pietro of Investia Financial Services grew tired of the heavy travel…
PPersonal finance
What young, wealthy investors want from their advisors
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What young, wealthy investors want from their advisors

  • March 28, 2026
Open this photo in gallery: To build trust, young investors expect advisors to safeguard their information, be transparent…
PPersonal finance
Canada’s emerging asset managers are being squeezed out. That’s a problem for investors
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Canada’s emerging asset managers are being squeezed out. That’s a problem for investors

  • March 25, 2026
Open this photo in gallery: Independent asset managers have historically played an important role in delivering differentiated strategies…
PPersonal finance
Why this advisor bought a book with 390 clients but kept only 150
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Why this advisor bought a book with 390 clients but kept only 150

  • March 25, 2026
Open this photo in gallery: Greg Keith, certified financial planner at Wealth Plan Atlantic in Saint John, has…
PPersonal finance
On the Move: Reid McLaren returns to Canada as relationship manager at Designed Wealth Management
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On the Move: Reid McLaren returns to Canada as relationship manager at Designed Wealth Management

  • March 23, 2026
Open this photo in gallery: Reid McLaren (right) with his wife Tyrelle Hunt and their son Callum, on…
PPersonal finance
This advisor says being independent, yet still part of a team, is her best career decision
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This advisor says being independent, yet still part of a team, is her best career decision

  • March 19, 2026
Open this photo in gallery: Shay Steacy building the insulated skirting on her tiny home in Brockville, Ont.,…
PPersonal finance
Court ruling on cottage shows what can happen when wills don’t account for rise in property value
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Court ruling on cottage shows what can happen when wills don’t account for rise in property value

  • March 16, 2026
Open this photo in gallery: Cottages can present practical and financial challenges for the next generation, and lead…
PPersonal finance
This financial planner acquired a multigenerational book to grow his business
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This financial planner acquired a multigenerational book to grow his business

  • March 11, 2026
Open this photo in gallery: Brandon Chapman, principal and certified financial planner with SaaS Wealth Insurance in Vancouver.Supplied…
PPersonal finance
This advisor learned the value of being boring after losing out on a speculative stock early in his career
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This advisor learned the value of being boring after losing out on a speculative stock early in his career

  • March 5, 2026
Open this photo in gallery: Harp Sandhu, senior wealth advisor and portfolio manager at Sandhu Wealth of Raymond…
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