Articles

I live in Durham region in Ontario and in one week two headlines in our local paper screamed out at me: “Durham warns of phoney water treatment sales pitches” and “Phone scams continue at alarming pace, Durham police warn”. So, let’s consider some of the ways to protect yourself against fraud – both...

Everyone told Dennis and Deidre they were crazy to give up their stable jobs, especially with a newborn son. They took the plunge anyway and started their own business, pouring their hearts, souls and a large chunk of their savings into making their dream a reality.  Fast forward 20 years, their bus...

As one of the industry’s leading publications, Wealth Professional Canada is proud to present the sixth annual Top 50 Advisors list. Once again, this year’s list contains representatives from across the country. To determine who made the cut, multiple factors were taken into account, including Asset...

With a new year and the end of an often overindulgent holiday season, the “let’s get organized” side of me kicks into high gear. As with most people, it’s a time to reflect on what’s going well and what new opportunities lie ahead. Top of mind for many is, unsurprisingly, household’s finances. Accor...

Last Friday, like millions of Canadians, my family decided to order pizza for dinner and have it delivered to our home. Normally a fairly mundane task, however, this experience was so outstanding I had an epiphany: the wealth management industry is falling desperately behind in its ability to engage...

I have a love/hate relationship with my birthday. When my mom went into labour, the doctor asked my dad if he wanted a New Year’s baby or a tax break. He chose the tax break and now my December 31 birthday is always a small part of New Year’s celebrations. Having a holiday birthday gives my family t...

Small business owners have a lot on their plate from growing their business to managing their employees, and sometimes their finances can take a backseat. But that shouldn’t be the case. Like it or not, finance is the backbone of every single organization no matter how big or small, and as a small b...

United States: Marked slowdown in retail sales This week, U.S. retail sales slow down suddenly at the turn of the year, and inflation seems to be settling in south of the border. Read the review          Watch the webcast

Financial markets: What should we make of recent turbulence? This week, a special edition of the weekly economic review focusing on recent market volatility. Read the review          Watch the webcast

Year of the great synchronization Another year has come to an end and, once again, it was full of surprises. Read the review