This advisor uses her early passion for teaching to help clients understand their finances
Open this photo in gallery: Linda Shick, senior portfolio manager and senior wealth advisor with Family Wealth Counsel…
Summer reading for ambitious advisors
Open this photo in gallery: Some advisors read books to help understand their clients’ approaches to money, while…
This advisor dreamed of a career in finance as a teen, so he put up a CA recruitment poster on his bedroom wall
Open this photo in gallery: Shawn Filion, senior wealth management advisor at Desjardins Securities Inc.Stéphane Bourgeois/Supplied In the…
How this senior forced herself to slow down in retirement after an intense career
Open this photo in gallery: Shelagh Barrington, 73, is pictured in the Henry Moore Sculpture Centre at the…
How minority investments are reshaping wealth management ownership
Open this photo in gallery: Minority capital is no longer being used primarily to provide shareholder liquidity. Increasingly,…
CIRO releases proposals to allow investment advisors to incorporate
Open this photo in gallery: CIRO says advisors who incorporate would be at advantage and able to pass…
Why this money manager is buying Agnico Eagle, Nutrien and trimming Alphabet
Open this photo in gallery: Martin Pelletier, senior portfolio manager with TriVest Wealth Counsel at Wellington-Altus Private Counsel…
Why this money manager believes Obi-Wan Kenobi would make a good advisor
Open this photo in gallery: Benoît Poliquin, president and portfolio manager at Ottawa-based Exponent Investment Management.Supplied In the…
Ontario court rules registered plans belong to designated beneficiary, not to estate
Open this photo in gallery: A judge ruled registered accounts were to be treated according to their beneficiary…
After helping advisors with tax and estate solutions for years, Frank Di Pietro wanted a book of his own
Open this photo in gallery: Frank Di Pietro of Investia Financial Services grew tired of the heavy travel…