Recent articles

Wealth Professional Top 50 Advisors for 2019

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...
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Four financial tips to start your year off right

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...
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The Domino’s Effect

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...
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Forget resolutions. For 2019, you need to ask questions

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...
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What all Small Business Owners need to know

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...
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